Not a whole lot to report, but I am just so glad that I have reached 8% in returns overall. I remember back when I only had a return of 0.55% earlier this year. Here are some lessons I’ve learned so far: Be patient with returns. Set it and forget it. I auto invest $10 every weekday to take advantage of dollar cost averaging and … Continue reading (M1#11) My Top 3 Investment Tips, and I Broke 8% in Returns!!!
Overview I know I haven’t posted in a while, but honestly there hasn’t been anything interesting to talk about. Lately there have been some swings in the market. My Roth IRA and other portfolios took a hit, but surprisingly my M1 Finance returns stayed pretty solid. What happened was that while my common stock pie went down in returns, my REITs went up and covered … Continue reading (M1#10) Breaking $100 and Steady Returns. Another highlight for diversification and dividend yields.
I realize that I originally wanted this to be a weekly update, but now that I am in a pretty good rhythm, weekly updates would be superfluous. Today though, marks something meaningful to me though. I noticed that my overall return rate is greater than 4.5%! It is ever so slightly above at 4.56%, but it is still better than my mortgage rate of 4.5%. … Continue reading (M1#9) Returns are Now Officially Better Than my Mortgage Rate
This is completion of month 2 in my adventure of investing with M1 Finance where I get to distribute $10 a weekday to the stocks I pick, ensuring I don’t pay the highest price for shares without having to time the market. Referral code for a free $10 inside as well. Continue reading Investment Ride-along (#8) – I’ve Made $30 in Two Months…
So this is pretty awesome, my entire portfolio is up 2.02% for a total gain of $26.17. For the week, I am up 1.04% for a weekly gain of $16.71. REITs The big gainers here are CyrusOne Inc (+11.71%) and National Storage Affiliates (+11.75%). CyrusOne specializes in carrier neutral data center properties. I suppose this makes sense, perhaps the retail store death could mean more … Continue reading Investment Ride-along (#7) – Overall Happy with Progress, but Will it Last?
The 6th installment of my M1 Finance Ride Along. Trying to make investing less scary for the average person. Continue reading (M1#6) Defense Stocks Down, but Overall Up!
Sorry I missed last week’s update as I was on travel for work. This update will cover the 4/16/18 to 4/27/18. I have had some wild swings over the last two weeks. At one point I was up around $16 and another point I was down $22. My REITs and Bonds have taken hits due to interest rate hikes. There have also been more decline … Continue reading (M1#5) One Month Strong, Still Net Positive