$700/month portfolio

Yield since inception (2022-08): 103%

This educational model is designed for beginners starting with modest monthly contributions. Launched in August 2022 with just $700 and $700 added each month, it simulates an IRA-style account with no margin. While our original goal was to reach $1M in 30 years, early performance has exceeded expectations — and the journey is just beginning. Follow along as we apply core investing principles and strategic discipline to grow this accessible, real-world portfolio over time.

Latest Moves

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