Hi Everyone! To be transparent, I will share bi-weekly updates of my “Funds For Fun” portfolio account that I hold on M1 Finance. I treat this account as a super high total return saving’s account. I use an M1 finance account (Sign up today and get $10 for free!) because it is easy. I set up a draft rule that pulls in the amount of money that I want it too, what day, and the frequency. I will use this fund to help pay a down payment on a car or house, and any other future expenses. Instead of getting a 1-2% yield/return, I hope to get an 8-12% return. 

You can check out this Googlesheets link to see which companies I invest in, which ETFs my finance invests in, my Roth 401 allocation, and my “Funds for Fun” portfolio that I am using to pay for future expenses. You can also check this website called Track Your Dividends (I am not a sponsor, but use and enjoy their product) to freely track the dividends of companies you invest in. You can create multiple portfolios, and see the future value, diversification, and next upcoming payment of your portfolio. This is the main website I use to track my annual income and the future value of my portfolio. Sign up for free and effort start to track your portfolio. This link will send you to my fiancée and I’s holdings, 401k, and Funds For Fun account to see what we invest in and dividend income.   

In each update, I will go over my current mindset and visual graphics of my Funds For Fun holdings. To also show the allocations and total income for each year.