Bought:
D: $2313
NEE: $1021
Sold:
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.
Have you considered WEC? Getting aggressive on their dividends ...
ReplyDeleteYes 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.
DeleteHi,
ReplyDeleteWondering why you chose to sell KMI?
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.
DeleteThe 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.