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.

  • 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…

  • The Time in the Market portfolio – January 2018 update

    It’s spreadsheet weekend and the weather is perfect for another portfolio review. It’s so cold that there’s no reason to be outside right now unless your hobby is to make ice sculptures. I’m doing this a bit earlier than usual this month. The typical schedule is to do this update on the 2nd Sunday of the month but I think I’ll switch that up this year. The second Sunday of the month often falls late in the month. It’s on the 14th this month which would be over 35 days since the last update. I’d rather have it done earlier in case I want to make some changes to my…

  • The Time in the Market portfolio – December update

    It’s spreadsheet weekend and time to revisit my portfolio again! Winter has finally arrived and I just spent a good ten minutes digging out our cars from the snow storm that just passed through the state. One of the things I like about living in an apartment is the lack of shoveling as I just have to brush off our cars and move them to a parking spot that’s already been plowed! It gives me more time to do some of the things I love to do instead like updating my spreadsheets! I always get more productive during snow storms. It must be the fact that I’m stuck inside surrounded…