My current taxable + Roth IRA stands as the following. This does not include 401k.
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The portfolio has broken the $30,000 barrier. If I allocate the remaining cash to dividend stocks, my annual dividends will hit $1200 which averages to around $100 a month. Time to celebrate this weekend :)
Recent additions from the pullback this week:
KMB - $425.46
KO - $476.60
CVX - $1509.92
COP - $561.00
T - $241.71
These additions will add around $100 of annual dividends! All of these companies are dividend champions (except for COP which is Dividend Contender) so chances are they will continue to raise dividends every year.
These additions will add around $100 of annual dividends! All of these companies are dividend champions (except for COP which is Dividend Contender) so chances are they will continue to raise dividends every year.
Stock transfer:
I wanted to fix some of the tax inefficiencies in my portfolios. There was little to no capital gain or loss in any of these positions and my taxable account has no commission as of now so this change was not a big deal. For the future I will want to keep REITs only in my Roth IRA. If my Roth IRA is maxed I will add REITs to the Taxable.
I wanted to fix some of the tax inefficiencies in my portfolios. There was little to no capital gain or loss in any of these positions and my taxable account has no commission as of now so this change was not a big deal. For the future I will want to keep REITs only in my Roth IRA. If my Roth IRA is maxed I will add REITs to the Taxable.
I moved O to my Roth IRA for tax reasons.
VZ was moved to the Taxable but I ended up exchanging it for more position in gas.
ARCP was moved away from Taxable and will be added to the Roth IRA soon (again for tax reasons).
Watchlist: The market has rebounded a bit from the pull back this last week. Friday was a nice day as all my positions increased. There are still some stocks that are of really good value.
- WAG (brutal sell off this week after announcement of no inversion!)
- SO (needs to be below 42)
- KMB
- KO
- T
- VZ
- KRFT
- IBM (needs to hit around 180-182)
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