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”
Tag Archives: m1 finance
$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”
$54,100.99 | Big Blog Energy
Hey guys! It’s been a while since I gave a Roth IRA portfolio update, but I’m back to share progress today. Forgive me, I just got back from a relaxing honeymoon. I feel refreshed and ready to get back in action. Routine bores me, and getting away from my professional work lately to focus onContinue reading “$54,100.99 | Big Blog Energy”
$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”
$54,947.72 | Preparing for Next Year
Hey guys, Coming back at ya today with another portfolio update. The market has been wonderful lately – there seems to be no top in sight with the S&P rising almost another percentage point today. My Roth IRA is no exception! I’m pushing $55,000 for the first time all year. Let’s see how my portfolioContinue reading “$54,947.72 | Preparing for Next Year”
$53,203.01 | Opportunity Cost
Hey guys! I’ve got a Roth IRA portfolio update for you. It’s been a few weeks since I’ve posted, but that doesn’t mean I haven’t obsessively checked my portfolio every day for the last two weeks. Finance nerd problems.. My portfolio has lagged the market and I’m still a little behind, but I’ve got untilContinue reading “$53,203.01 | Opportunity Cost”
$52,393.67 | Envision the Future
Hey guys. I’ve got another Roth IRA portfolio update. The last few weeks have been a bit rough for my portfolio compared to the market. I’ve got an overweight position in financials, and my financial stocks have underperformed the S&P because of the macro environment of bond yields remaining low. Banks earn a lot ofContinue reading “$52,393.67 | Envision the Future”
Roth and Roll Finance 