Hey guys! I bring you some good news – my Roth IRA account balance is the highest that it’s ever been. The market has been on an absolute tear lately, and my overall holdings have jumped to almost $53,000. So what does this mean for my portfolio vs. how the market is doing? Let’s takeContinue reading “$52,966.79 | Reflecting on Portfolio Strategy”
Tag Archives: m1 finance
$52,130.10 | New tool to analyze stocks
I wanted to share an investment analysis website that I stumbled across today. Financial information is hard to synthesize in a simple way – and this site is immediately going into my tool kit as one to use to understand a business quickly. The website is https://hypercharts.co/ The site does not provide information for allContinue reading “$52,130.10 | New tool to analyze stocks”
$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”
$50,762.03 | Now What?
Hey guys, I am writing to you today as my Roth IRA portfolio reaches near its highest value ever. I’ve eclipsed the 50k mark and the market doesn’t seem to want to slow down. This week, I’ve found myself getting really into the financial and investment banking sector. I’ve watched the movie Margin Call atContinue reading “$50,762.03 | Now What?”
$47,616.22 | Tech Stocks Getting Crushed
Hey guys, Back with another update on my Roth IRA portfolio. Overall, my portfolio has still been tracking well with the S&P 500. Although my Moonshot Growth portfolio slice has fallen off a cliff lately, my REIT slice and a lot of the financial stocks in my Growth + High Yield slice have kept meContinue reading “$47,616.22 | Tech Stocks Getting Crushed”
$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 