Monday, December 7, 2015

Recent transaction: D, NEE

D: $2313
NEE: $1021

KMI: $1018

This week I am working on increasing my utility weighting. Utilities will stand at a small 4.6% weighting in my total portfolio after this trade closes so there is still more work to be done. The four utilities I like are SO, D, NEE, and XEL.

The tax loss harvesting is completed for this year. I do not plan to sell anymore shares for the 2015 year. I will be able to subtract $3000 from my income when I file my taxes in February, and be able to receive a check of around $1000 back from the government.


  1. Have you considered WEC? Getting aggressive on their dividends ...

    1. Yes WEC is high on my list, not in the top 3, but it's still a good company. The dividend raise was impressive for a utility.

  2. Hi,
    Wondering why you chose to sell KMI?

    1. Their S&P credit rating (BBB-), Value Line financial strength (B++), and Value Line safety rating (3) are too low for and I found it more of a speculative position. Since the market is at an all time high and the federal reserve is itching to raise rates I decided to remove speculative positions in my portfolio.

      The majority of my holdings are A or higher S&P credit rating, A+ or higher Value Line financial strength, and 1 to 2 in Value Line safety.