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”
Tag Archives: roth ira
$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”
$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”
$54,125.61 | All-Time Highs
Hey guys, I’m back in action! My wedding was last weekend and I’ve been SO busy with wedding planning, the wedding itself and all of the thing we need to do after. I’m not writing to you on our honeymoon, but we’ve got a week set aside for a break in mid-September. I’m happy toContinue reading “$54,125.61 | All-Time Highs”
$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”
$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”
Roth and Roll Finance 