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.

  • bonds

    Portfolio Review – June 2018 – Buying Bonds and International Stocks

    [This portfolio review about buying bonds may contain affiliate links at no cost to you] The U.S. stock market has had a good year so far. Sure, there have been some dips like the ones in February and April but the results YTD are positive. On the flip side, bonds and international stocks haven’t been so lucky. That means investors with a tilt towards those asset classes have been buying bonds and international stocks. Both asset classes were underweight in my portfolio last month. It’s easy to see why if you look at the YTD results. The above breakdown is from Personal Capital which I recently started using to track…

  • stock market

    Portfolio Review – May 2018 – the stock market today

    The stock market today is an interesting one. Investors have benefited from a nearly uninterrupted run up this decade. That’s why it almost seemed out of character to see the small stumble this year. The stock market can fall? What madness is this? January started off strong with the S&P 500 returning over 5%. However, February wasn’t as rosy with nearly a 4% drop and March continued that trend with the S&P 500 dropping another 3%. This quick turn into negative land didn’t make many people happy as it brought to mind the risk that comes with investing in stocks. That’s especially true if investors bought anything near the January…

  • trade war with china

    Portfolio Review – April 2018 – China trade wars

    China Trade Wars : Episode IX Welcome to the ongoing saga of the China trade wars. On today’s episode, we look at my portfolio and see how much it has fallen! The last few months in the stock market have definitely been interesting. These months seem out of the norm because of the rather easy road we’ve had in the past few years. It’s easy to forget that the market can have negative returns when so much has gone right in the past decade. There was some volatility since 2008 but it was all relatively short lived. That means the fact that 2018 started off with a negative quarter seems…

  • Portfolio Review – March 2018 – The Half Million Dollar Portfolio

    The Half Million Dollar Portfolio? Less than $500 separated me from 500k before the market volatility in February shaved 16k off my total. However, since then, the market has turned around. We’re now back to a positive return for the year and things are finally looking good for me to cross that threshold. I might now have a half million dollar portfolio! The market turning positive is a welcome sign to many investors. It reminds me a bit of what happened in February of 2016. Volatility spiked due to fears around China, oil prices and uncertainty around rates. Just like last month, that caused stock prices to fall. In the…

  • Portfolio Review – February 2018 – Stock market volatility makes a comeback

    Stock market volatility came roaring back in a big way this week. We saw days where the stock market moved more in an hour than it moved on a weekly basis in the past year. It wasn’t wholly unexpected given the flat stock market volatility we’ve had for such a long time. As an example of these calm investing waters, my portfolio has gone up 16 straights months before this one. That’s a big testament to how good we’ve had it as investors. The S&P hasn’t had a monthly loss of -1% or more since October 2016. That’s a crazy run of solid returns that had to end eventually. One…