$214,133 | May 2022 Net Worth Update

Hey guys – I’m back – a bit late with my May net worth update. With good reason – there’s not too much to be excited about in the markets right now. This month, I’ve weathered my largest net worth decline since I started tracking my net worth. Let’s take a look at the numbers:Continue reading “$214,133 | May 2022 Net Worth Update”

$238,798 | April 2022 Net Worth Update

Hey everyone, I’m back with some good news this month. This month’s net worth update will officially be my highest net worth that I’ve ever shared with you. The market rebounded close to its all-time highs and my net worth has eclipsed my own all-time highs, largely driven by my investments. This stretch from NovemberContinue reading “$238,798 | April 2022 Net Worth Update”

$55,118.98 | Stable Yield

Hey guys, I’m back for another Roth IRA portfolio update, and also to share this year’s holdings of another one of my portfolio slices, my Stable Yield portfolio slice. First, let’s take a look at my overall portfolio balance. I’m up a bit since the last Roth IRA Portfolio update, as is the overall market.Continue reading “$55,118.98 | Stable Yield”

$224,727 | March 2022 Net Worth Update

Hey everyone, I’m back in action with another net worth update. Honestly, there hasn’t really been much change in my net worth over the last couple of months. The market’s been pretty stagnant during that time. Since November of 2021, my net worth has actually decreased, reaching an all-time high of around $234,429.64 in January.Continue reading “$224,727 | March 2022 Net Worth Update”

$56,210.80 | Final 2021 Roth IRA Portfolio Review

Hey guys! The time has come – it’s time to review my Roth IRA portfolio’s performance this year. We came so close to beating the market didn’t we? Let’s digest my results. Total share price appreciation as of Jan. 5th: S&P 500 from January 4th, 2021 – January 5th, 2022: +27.03% ((430.66-339.03) / 339.03) xContinue reading “$56,210.80 | Final 2021 Roth IRA Portfolio Review”

$57,282.19 | Arghh ARKK

Hey guys, As the year comes to an end I find myself reflecting a lot on my portfolio’s strategy and opportunities for improvement. Let’s take a look at my portfolio as of today, and compare my overall returns including dividends to the S&P 500. Total share price appreciation S&P 500 from January 4th – DecemberContinue reading “$57,282.19 | Arghh ARKK”

$55,747.58 | Total returns vs. market

Hey guys, I’m back for another near end-of-year Roth IRA update. Last update, I showed you how my portfolio took a huge dip versus the market and discussed how I thought it was unlikely I would beat the index this year. In case you need a reminder, here’s a picture of my portfolio’s performance vs.Continue reading “$55,747.58 | Total returns vs. market”

$55,805.24 | The Index is Unforgiving

Hey guys! It’s been a while since I posted an update to my Roth IRA portfolio – so I want to make sure I’m showing you progress as we wind down the year. The last month has been the worst month relative to the S&P 500 since I started tracking my portfolio. I went fromContinue reading “$55,805.24 | The Index is Unforgiving”

$229,413 | December Net Worth Update

Hey guys – I’m a bit late with my post this month, but I want to make sure I update you on my net worth in December. Spoiler: It’s pretty much same as last month, but it did decrease. My net worth in December fell about $1,500 from November – which is a big differenceContinue reading “$229,413 | December Net Worth Update”

$231,033 | November Net Worth Update

Hey everyone! I’m back this month to share a net worth update with you guys. Last month was the first month since beginning this monthly series where my net worth actually decreased from one month to the next. However, this month I’ve seen the biggest monthly increase in net worth month over month since writingContinue reading “$231,033 | November Net Worth Update”