$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”

$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”

$52,966.79 | Reflecting on Portfolio Strategy

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”

$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”

$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”

$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”