That Roth Guy
@ThatRothGuy
Followers
1K
Following
1K
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261
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Calm, slow, simple investing. Passionate about fatherhood, leadership, and building a strong financial future for our family. I make mistakes.
X
Joined January 2026
End of the Week Accountability Post Friday, March 30, 2026 👍 Daily buys, progress towards $SCHD goal 👍 New Claude built finance dashboard 👍 Hit 1K followers, 2.5M impressions 👎 Work made X difficult 👎 Portfolio unbalanced 🌴🏖️ Next week is vacation 🏖️ 🌴
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Going to spend some time on Claude this week to continue improving my personal finance dashboard. Probably buying Claude Pro. Unbalanced Roth portfolio will stay that way until I hit 100 $SCHD. That's a goal I've set, and plan to keep it. Really happy to have reimagine this
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Two things can be true: 1. Red days are attractive buy days 2. Unplanned buys can destroy your plan Budget first. Then buy.
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If you are new, this is such a terrible idea. I’m not sure how anyone can promote this.
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Do. Not. Go. Into. Debt. To. Invest. Sincerely, Everyone else
If you’re a guy in your 20s/30s invest in the stock market. Go in debt if you have to.
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I began this X account in late January. It was part of my mission to be a better informed investor and to share my wins and losses so more people would feel confident to invest. Today I hit 1,000 followers. Thank you for clicking follow. This is just a great day!
Closed sports betting accounts. Started making coffee at home. Researched stocks and ETFs. Opened a Roth IRA account. Audited a year of spending. Turned on IRA automation. Created a monthly budget. Began this new X account. Learned a lot from others. Started winning.
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Day 14 of $SCHD Buy Until 100 March 20, 2026 Purchased: 1 Price: $30.69 Total Shares: 38.81 % of Portfolio: 60.44% Goal 1: 100 Shares (61.2 Away) Total Portfolio Dividends Annual: $54.72 ($1.17 ⬆️) Monthly: $4.56 ⬆️ Daily: $0.15
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A lot of what we see on X is these grandiose statements that makes people not want to begin because they think they are behind. You aren’t behind. You might be behind yesterday but you are ahead of tomorrow. Just start building now.
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Are you in college? Are you interested in investing? You don’t have to have $1,000,000. Social media is lying to you. Just open a new account. Put in a 100 bucks. You will win.
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Not sure if I can get there in a month to get monetized, and that’s okay too. Enjoying X so much more now without trying to hustle as hard.
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🏔️ Fun Milestone 🏔️ In just over a month and a half of this account I’ve hit the halfway point to 5M. And I’ve learned so much from each of you. So thank you. On to 5,000,000.
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If you buy $SCHD and you aren’t following Craig (@SCHDETF) start now. It’s more than just charts. It’s ideas and real research.
I study $SCHD like it’s my job. Every quarter I estimate the dividend.
Every year I rebuild the index to front-run the reconstitution. Here’s what I’m seeing so far for 2026 👇 ‼️ $SCHD 2026 Q1 Dividend Estimate $0.2587 – $0.2707/share That’s roughly:
+4% to +9% YoY
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So we sold it. We bought a smaller house. Lower payments. Less upkeep. A ton more happiness. And we used that extra money to enjoy life. Big flexes aren’t always the right choice.
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We had a problem with this. We bought the best known house in our city. Everyone knew where we lived. We were so proud of it. But it was more than we needed. The upkeep wasn’t want we wanted. We actually needed a smaller house.
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If your spending is built around what friends will notice, you’ll never feel like you got your fill. In these cases it isn’t comfort or freedom. It’s perception. Perception is expensive. That’s how people go broke buying things that look like winning.
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Day 13 of $SCHD Buy Until 100 March 19, 2026 Purchased: 1.011125 Price: $30.90 Total Shares: 37.81 % of Portfolio: 59.76% Goal 1: 100 Shares (62.2 Away) Total Portfolio Dividends Annual: $53.55 ($1.13 ⬆️) Monthly: $4.46 ⬆️ Daily: $0.15 ⬆️
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This has been a fun little build on @claudeai. Tracking my $SCHD goals drives my motivation. Having Claude build me a simple tool has made it even easier.
Long view $SCHD ownership goals. Current position: 33 By 2040 I would optimistically hope that $SCHD is offering $2.00 a share. 2026: 165 2027: 430 2028: 702 2029: 984 2030: 1275 2031: 1578 2032: 1891 2033: 2214 2034: 2547 2035: 2893 2036: 3251 2037: 3621 2038: 4004 2039:
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Love this and it makes me think about the best poker players. What I'm trying to decide is what this means for my investing. I'm not a trader. I don't take risks here. I DCA. How does this work in this kind of system?
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Teach don't preach. The purpose of this account was to do two things. Track my journey and help others by sharing my wins and losses. Somewhere along the way, monetization and high impressions took over. That's exhausting. It's time to get back to real, genuine content.
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