$53,276.22 | Rising Yields

Hey guys! I have another Roth IRA portfolio update for you. If you’ve been reading my series for 2021, you may know that my portfolio is a bit overweight financials this year – so I’m counting on rising interest rates to help me outperform the overall market. Spoiler alert: interest rates have been rising quicklyContinue reading “$53,276.22 | Rising Yields”

$206,686 | October Net Worth Update

Hey guys, I bring you a first since I started writing this blog. My month-to-month net worth actually declined for the first time. In last month’s update, I share As humans, we naturally try to justify circumstances and behavior that may be perceived as bad. How am I justifying the positivity this one? I’m comfortedContinue reading “$206,686 | October Net Worth Update”

$54,100.99 | Big Blog Energy

Hey guys! It’s been a while since I gave a Roth IRA portfolio update, but I’m back to share progress today. Forgive me, I just got back from a relaxing honeymoon. I feel refreshed and ready to get back in action. Routine bores me, and getting away from my professional work lately to focus onContinue reading “$54,100.99 | Big Blog Energy”

$212,956.29 | September Net Worth Update

Hey guys! I’ve got another monthly net worth update for you. Spoiler: I’ve broken the $200k mark for the first time! Let’s take a look at my monthly net worth status updates since I started writing about it in March. March 2021: $162,239 April 2021: $181,250 May 2021: $183,791 June 2021: $190,804 July 2021: $197,184Continue reading “$212,956.29 | September Net Worth Update”

$54,947.72 | Preparing for Next Year

Hey guys, Coming back at ya today with another portfolio update. The market has been wonderful lately – there seems to be no top in sight with the S&P rising almost another percentage point today. My Roth IRA is no exception! I’m pushing $55,000 for the first time all year. Let’s see how my portfolioContinue reading “$54,947.72 | Preparing for Next Year”

$54,125.61 | All-Time Highs

Hey guys, I’m back in action! My wedding was last weekend and I’ve been SO busy with wedding planning, the wedding itself and all of the thing we need to do after. I’m not writing to you on our honeymoon, but we’ve got a week set aside for a break in mid-September. I’m happy toContinue reading “$54,125.61 | All-Time Highs”

$199,983 | August Net Worth Update

What’s up guys! I’ve got another monthly net worth update for you. Despite my best efforts this month, my net worth actually went up again (haha). Check out my previous monthly net worth posts if you’d like to learn more about my journey. March 2021: $162,239 April 2021: $181,250 May 2021: $183,791 June 2021: $190,804Continue reading “$199,983 | August Net Worth Update”

$52,130.10 | New tool to analyze stocks

I wanted to share an investment analysis website that I stumbled across today. Financial information is hard to synthesize in a simple way – and this site is immediately going into my tool kit as one to use to understand a business quickly. The website is https://hypercharts.co/ The site does not provide information for allContinue reading “$52,130.10 | New tool to analyze stocks”

$190,804 | June Net Worth Update

Hey guys, I’ve got another net worth update for you. If you’re interested in my previous net worth posts, I’ve shared them below: March 2021: $162,239 April 2021: $181,250 May 2021: $183,791 June 2021: $190,804 June 2021 Net Worth: $190,804 (+$7,013) Cash: $17,316.59 (+$2,879.66) Checking Account: $4,523.50 High-Yield Savings Account: $12,793.09 Investments: $162,456.19 (+$5,375.55) WorkContinue reading “$190,804 | June Net Worth Update”

$50,762.03 | Now What?

Hey guys, I am writing to you today as my Roth IRA portfolio reaches near its highest value ever. I’ve eclipsed the 50k mark and the market doesn’t seem to want to slow down. This week, I’ve found myself getting really into the financial and investment banking sector. I’ve watched the movie Margin Call atContinue reading “$50,762.03 | Now What?”