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Using M1 Finance – A Year In Review (M1#12)

I have been terrible at keeping you guys updated on my progress using M1 Finance. Before I knew it, it has already been a over a year of use. So I think now would be a great time to share what I think of the platform overall. Easy-To-Use I’m not a stock market expert at all, and I did some very surface level research on … Continue reading Using M1 Finance – A Year In Review (M1#12)

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(M1#11) My Top 3 Investment Tips, and I Broke 8% in Returns!!!

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!!!

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(M1#10) Breaking $100 and Steady Returns. Another highlight for diversification and dividend yields.

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.

(M1#9) Returns are Now Officially Better Than my Mortgage Rate

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

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Investment Ride-along (#7) – Overall Happy with Progress, but Will it Last?

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?