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”
Tag Archives: Roth IRA Portfolio
$49,095.39 | Best and Worst Performing Stocks
Hey guys, Checking back in with another portfolio update. In the last few weeks we’ve seen continued rotation from growth stocks to value and cyclical stocks as the interest When I started this portfolio, I made a commitment to hold my investment choices for at least one year. This means holding the same portfolio throughContinue reading “$49,095.39 | Best and Worst Performing Stocks”
$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”
$48,121.76 | REIT Holdings Overview
Hey guys, I’m checking back in today for an overall portfolio update, as well as giving you insight into the REIT section of my portfolio. My portfolio has done pretty well so far in 2020. The market seems to be bullish on possible additional stimulus, continued low interest rates and the Federal Reserve’s commitment toContinue reading “$48,121.76 | REIT Holdings Overview”
$39,494.18 | Moonshot Growth Overview
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”
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 