$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”

$234,429.64 | January 2022 Net Worth Update

Hey guys, It’s been a pretty interesting month to close out the year. Stocks have continued to go up and the S&P 500 ended the year up around 27%. My net worth has gone up pretty significantly this year as well. As of the new year, my net worth is the highest it’s ever beenContinue reading “$234,429.64 | January 2022 Net Worth Update”

$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”

$56,911.88 | My take on the metaverse

Hey guys! It’s been a few weeks since my last Roth IRA portfolio update, so I want to share my progress as we hit the home stretch for the year. My balance stands at around $57,000 – just short of its all-time highs. I got really close to beating the market for my last update,Continue reading “$56,911.88 | My take on the metaverse”

$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”

$56,994.87 | Financial Tokenism

Hey guys, I’m back in action with a November edition of my Roth IRA update! Here’s a snapshot from after market close today. It’s been a few weeks since I last shared an update and there’s one topic that I really want to talk about. In the last few weeks, I’ve read numerous stories aboutContinue reading “$56,994.87 | Financial Tokenism”

$53,276.22 | Rising Yields

Hey guys! I have another Roth IRA portfolio update for you. If you’ve been reading my series for 2021, you may know that my portfolio is a bit overweight financials this year – so I’m counting on rising interest rates to help me outperform the overall market. Spoiler alert: interest rates have been rising quicklyContinue reading “$53,276.22 | Rising Yields”

$206,686 | October Net Worth Update

Hey guys, I bring you a first since I started writing this blog. My month-to-month net worth actually declined for the first time. In last month’s update, I share As humans, we naturally try to justify circumstances and behavior that may be perceived as bad. How am I justifying the positivity this one? I’m comfortedContinue reading “$206,686 | October Net Worth Update”