It’s been a few weeks since I updated you on my portfolio. The good news – my Roth IRA has grown in value by over $2,000 in the last few weeks! The S&P 500, DJIA and Nasdaq have all hit all-time highs within the last few weeks and my investments have also rode the waveContinue reading “$39,494.18 | Moonshot Growth Overview”
Tag Archives: joseph carlson
$37,313.48 | Stable Yield Overview
Hey guys! Time for another portfolio update and further explaining my holdings and why I picked them. It’s been just under two weeks since I started my Product Life-Cycle portfolio and I’m still beating the market. Perhaps it’s beginner’s luck, but we’ll see if it continues. My investment in financials and covid recovery stocks continueContinue reading “$37,313.48 | Stable Yield Overview”
$36,974.67 | Growth + High Yield Overview
Well, off to a good start I suppose? One week into my product life-cycle portfolio, I am beating the S&P 500. I shouldn’t be too excited yet, but I can’t help but be a little excited. My strategy to invest in post-vaccine and stocks that will benefit from economic recovery seemed to pay off thisContinue reading “$36,974.67 | Growth + High Yield Overview”
The Roth and Roll Manifesto | My Portfolio Strategy
I am trying to do the unthinkable. The improbable. The absurd. My goal? I am trying to beat the S&P 500 with an actively managed portfolio. Background: Hi! I am a millennial investor who is interested in dividend investing, FIRE, side hustles, and just about everything finance. I work in the healthcare industry in aContinue reading “The Roth and Roll Manifesto | My Portfolio Strategy”
Roth and Roll Finance 