$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”

$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”

$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”

$50,660.41 | Thoughts on FIRE

Hey guys! Sorry I haven’t shared a portfolio update in a while, it’s been a busy last few weeks. Among other things, one thing my spouse and I dealt with was putting down one of our beloved dog family members. For those of you who aren’t attached to animals, this may not seem like aContinue reading “$50,660.41 | Thoughts on FIRE”

$183,791 | May Net Worth Update

Hey guys, I’m bringing you another monthly net worth update, happy May! March 2021: $162,239 April 2021: $181,250 May 2021: $183,791 A few things happened this month that make the numbers seem weird. I was able to automatically sync a bank account to my Personal Capital account for the first time which threw the netContinue reading “$183,791 | May Net Worth Update”

$181,250 | April Net Worth Update

Hey guys, As part of my net worth series – I plan to keep you guys in the loop with monthly updates. I had a really good moth as you can see below, my net worth is up almost 20k! March 2021: $162,239 April 2021: $181,250 When looking at the numbers, I’m surprised that myContinue reading “$181,250 | April Net Worth Update”

$48,560.37 | The Rotation is Real

Hey guys, Coming back at you after a week of market ups and downs. It seems the rapid rise in bond yields in anticipation of stimulus and rising interest rates is causing the market to continue its shift into more value oriented stocks. I have a good portion of my Growth + High Yield sliceContinue reading “$48,560.37 | The Rotation is Real”

$49,411.61 | 2021 Roth IRA Performance

Hey guys, It’s been a while since I gave an update on my Roth IRA portfolio. If you’ve been following my posts so far, you know that I’m trying to outperform the S&P 500 with my Roth RIA in M1 Finance. A few weeks ago, I did a 2020 portfolio performance review and found outContinue reading “$49,411.61 | 2021 Roth IRA Performance”

Making Tendies from AMC

Unless you’ve been living under a rock for the last few weeks you’ve probably heard about the Wall Street vs. Main Street narrative that’s been going on in the investing world lately. A group of redditors led by the wallstreetbets subreddit managed to start a social investing movement that overpowered short positions held by WallContinue reading “Making Tendies from AMC”

$47,533.92 | The Value of Defensive Stocks

Hey guys, Today was a tough day for most investors… Unless you invested in GameStop. If you did then make sure you realize some gains now! Here’s where I’m at so far. For the rest of the market, we didn’t do so hot. The S&P 500 ended the day down 2.43% as most industries andContinue reading “$47,533.92 | The Value of Defensive Stocks”