Hey guys – Apologies that I’m late on the monthly net worth update train, but I think it’s important to give an update for August, then I will be posting September’s update soon. If you didn’t follow last month’s update in July, my net worth actually came in at the lowest it’s been since IContinue reading “$207,613 | August 2022 Net Worth”
Tag Archives: roth ira
$180,672 | July 2022 Net Worth Update
Hey guys – I’m back with my monthly net worth update for the month of July. I continue to see a downward trend in my net worth over the last few months. Mostly, this is due to market conditions, but other factors are contributing as well, mostly being costs to support my wife and I’sContinue reading “$180,672 | July 2022 Net Worth Update”
$51,964.24 | Roth IRA Update
Hey guys, It’s been almost two months since I’ve written a portfolio update for my Roth IRA. Admittedly, the downturn in the market has made it a bit less exciting to give portfolio updates. However, I’m here to update you guys to show you what my portfolio has done in the last few months. IContinue reading “$51,964.24 | Roth IRA Update”
$55,118.98 | Stable Yield
Hey guys, I’m back for another Roth IRA portfolio update, and also to share this year’s holdings of another one of my portfolio slices, my Stable Yield portfolio slice. First, let’s take a look at my overall portfolio balance. I’m up a bit since the last Roth IRA Portfolio update, as is the overall market.Continue reading “$55,118.98 | Stable Yield”
$53,521.99 | Growth + High Yield
Hey guys, It’s time to reveal my 2022 Roth IRA portfolio! I’ve got a reveal of my first portfolio slice, as well as my portfolio’s overall performance vs. the S&P 500 so far this year. My strategy this year is similar but not exactly the same as last year. This year, I’ve made a commitmentContinue reading “$53,521.99 | Growth + High Yield”
$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”
$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”
$229,413 | December Net Worth Update
Hey guys – I’m a bit late with my post this month, but I want to make sure I update you on my net worth in December. Spoiler: It’s pretty much same as last month, but it did decrease. My net worth in December fell about $1,500 from November – which is a big differenceContinue reading “$229,413 | December Net Worth Update”
Roth and Roll Finance 