Portfolio Updates

The latest portfolio updates I've published. Keep track of my growth, success and failures! This will mainly feature updates on my M1 Finance portfolios. One of these is focused on growth stocks and another follows the dividend aristocrats. I will mention the portfolio totals, holdings and any changes that may have happened since the last portfolio updates. The initial goal of these portfolio is to get them to $100,000 as soon as possible then push for further growth after that. Note that this is not my entire portfolio. However, since most of my portfolio is in index funds, this is by far the more interesting part of my investment dollars and one I have more fun following and sharing.

  • 2018 portfolio returns

    Portfolio Review – January 2019 – 2018 Portfolio Returns

    [This portfolio review about 2018 portfolio returns may contain affiliate links at no cost to you] Welcome to the first portfolio review of 2019! The new year is always a good time to look back and see how I did in 2018. My 2018 portfolio returns looked good until about October when the market started to sputter a bit. My last update in December showed a bit of a reduction in portfolio size but it missed the large December drop that followed. I wasn’t too worried about the drop as a long term investor and didn’t mind the lower prices I got via my regular contributions. However, as has been…

  • Portfolio Review – December 2018 – Negative Stock Returns

    [This portfolio review about negative stock returns may contain affiliate links at no cost to you] Negative stock returns and volatility are at the forefront of the conversation lately. At the time of the last update, the monthly return for the S&P 500 was -3.62%. This month, we see an even bigger drop with a -5.32% return for the month. Luckily, my portfolio held up a bit better as shown by the below graphic from Personal Capital. My exposure to foreign stocks actually hurt less than domestic this month! International still had a negative return but that loss trailed the domestic counterparts. My You Index, the results of my own…

  • Portfolio Review – November 2018 – Risk Tolerance

    [This portfolio review about risk tolerance may contain affiliate links at no cost to you] Guys, it’s time to test your risk tolerance! The test is easy and it’s only one question! Did you seriously consider selling anything in the past month? The market did have one the worst months in quite some time and there was a tiny bit of panic in the air. It’s not outrageous that those who haven’t been tested with a big paper loss might get scared. How about you? Did you panic or were you calm as a cucumber? A month like October can certainly be a good test of your risk tolerance. If…

  • Portfolio Review – October 2018 – Rising Rates and Falling Stocks

    [This portfolio review about rising rates may contain affiliate links at no cost to you] Rising rates were the story this month as America’s strong economy kept barreling on. That meant bad things for high dividend payers like REITs, bonds and some riskier assets like small caps. It may seem counter intuitive that a strong economy would be bad for stocks. The problem comes from the prospect of rising inflation and the concern of a peak economic cycle. The flight to safety that may create combined with rising rates pushing equity valuations down led to mediocre results in the month. The reality is that rates have been low for quite…

  • stocks

    Portfolio Review – September 2018 – Domestic Stocks reign supreme

    [This portfolio review about domestic stocks may contain affiliate links at no cost to you] Domestic stocks continue to kill it this year leaving everything else in the dust. That was no different this month as domestic stocks outperformed foreign equities again. The information below from Personal Capital shows what I’m talking about. Since the last update, both the S&P 500 and Dow were in positive territory while foreign stocks lagged again. That’s no different from what I saw last update when I finally started lagging the market for the year. Having a 20% allocation to a struggling foreign stock base will do that to an investor. Still, the You…