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.

  • 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…

  • The time in the market portfolio – November 2017 update

    It’s spreadsheet weekend guys! I’m always excited when I get a chance to update my spreadsheets, whether it be my portfolio or dividend. In fact, I’ve spent the last few days thinking about how I want to update both spreadsheets for the next year. I’ll likely create brand new spreadsheets in the next few months as the data on both current spreadsheets isn’t very well organized now that I have almost two years of data tracked. That’s how cool I am, I spend my weekends pondering and being excited about updating spreadsheets. I already have some ideas for making them all better and I’ll have more time to do so…

  • My portfolio – October 2017 update

    It’s spreadsheet weekend and time to look at my portfolio again. I like looking at my portfolio monthly not only because I like seeing the numbers go up but also because it helps me see where I am against my asset allocation. That key piece of info allows me to target next month’s contributions strategically and/or shift some assets that have performed too well so I’m always buying asset classes that are lagging behind. Taking advantage of a divergence in asset allocation doesn’t require a monthly review but I happen to like spreadsheet and numbers so it’s not a bother for me. The S&P 500 had the best months since…

  • My portfolio – September update

    Hi and welcome to another monthly portfolio update. We’re moving into Q3 earnings season now with a solid 2nd quarter behind us. Solid earnings lead to solid performance as the S&P 500 is up nearly 10% YTD which has meant good things for our portfolios. According to Factset, for Q2 2017, the blended earnings growth rate for the S&P 500 was 10.3% which was higher than end of June analyst projections. This was one of the first times I’ve seen that happen in quite some time. Energy was the biggest grower and really drove a good chunk of that overall rate but every sector was above 0% this time around.…