m1 finance weighted return – Page 3

$51,345.01 | ESG investing is the future

I read an article on CNBC recently about Millennial wealth that got me thinking about my long-term personal investment strategy. The article talked about Millennial wealth, how my generation is behind the baby-boomer wealth-building curve and how Millennials have paved the way for focus on sustainable investing. The chart they displayed in the article illustratesContinue reading “$51,345.01 | ESG investing is the future”

$52,819.93 | Portfolio HODLing

Hey guys, Another day another dollar. Over the last few weeks the market just continues to tread ever so slowly upwards. I find myself constantly worrying about the market tanking, but logging on to my account to find that my investments continue to go up. I’m sure this sentiment is shared amongst a lot ofContinue reading “$52,819.93 | Portfolio HODLing”

$52,427.48 | On the up and up

Hey guys! I’ve got another portfolio update for you today. I’ve been excited about the portfolio lately, as we’ve posted a few big gains versus the market this week, including today. Today, my portfolio rose by .49%, compared to the S&P 500 which dropped by .09%. This outperformance came on the back of my REITContinue reading “$52,427.48 | On the up and up”

$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”

$51,783.17 | Tracking my Performance

Hey guys, I’m back in action with another portfolio update this week. The market continues to slowly climb up on the heels of stimulus money and companies with strong price to earnings ratios. The economy seems to be humming, and the stock market reflects that optimism. Over the last couple of weeks, the financial newsContinue reading “$51,783.17 | Tracking my Performance”

$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”

$51,592.27 | REIT Performance

Hey guys, Today I’m going to explore the performance of the REIT slice in my Roth IRA. One of the consistent growth drivers since I formed this portfolio have been my REITs. Over the last three months, REITs have been the highest performing portion of my portfolio and the second best performing portion since inceptionContinue reading “$51,592.27 | REIT Performance”