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”
Tag Archives: growth stocks
$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”
Roth and Roll Finance 