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
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?
Still loving the way M1 lets me invests. I invest $10 a day automatically and I don’t even notice it and I can rest easy knowing that my dollar cost averaging is fully automated and I am buying with ZERO trading fees. Overall Progress Overall change: +$2.04 (up 22 cents from last week) Weekly change: +$0.59 Overall earned dividends: $1.42 Not as much gains as … Continue reading (M1#4) Friday the 13th, Stocks Pulled Through This Week!