1/6/2024

A New Pie - Taxable Account Activity

I created a new pie inside of my 71 holding taxable account portfolio, "Unqualified Dividends". I selected these holdings then clicked the move button on the edit portfolio screen to move the holdings into the new pie, so there will be no taxable transactions (no buys or sells). I have been removing these holdings from the account, but I have negative unrealized gains in the remaining unqualified dividend payers. The picture shows the all time money weighted returns of these holdings with dividends and capital gains included. All of these holdings pay a monthly dividend. The pie/portfolio is overweight, so auto invest will not be buying these holdings, but I could do a manual buy of the entire pie if I want to invest into these holdings.

12/19/2023

Best Holdings in the Last 5 Trading Days - Taxable Account Activity

I realized that I had only one post in the "Taxable Account Activity" collection, so thus this post. The picture shows the best holdings in the last five days. I am only depositing into the ROTH account until I contribute the maximum of $6.500 this year and the maximum of $7,000 next year. I had three sells in this account today, which included: UPRO, TQQQ, and AVGO. My sells totalled $276.03, which I added to my CASH. My net cash flow for the week, -$1074.24, almost equals my market gains for the week, $1103.67. I may want to sell more in this account. I sell when the market/portfolios are going up especially UPRO and TQQQ.

12/10/2023

72 Holding Taxable Account Activity

This picture shows my best holdings for the week in my 72 holding account. If you want to see my holdings and asset allocations click the link. I overweight four different holdings every day from a 1% allocation to a 2% allocation, so that auto invest will buy those holdings. The performance is not accurate because I do change pertcentages, and I would not save the portfolio. If you want to invest with the same broker that I use, then click this link M1 Finance. It is free and you could receive $100 or more to invest.

12/5/2023

Best Holdings for the Day in the 72 Holding Taxable Brokerage Account

This is picture shows the best holdings for the day. I reinvested $5.98 in dividends. I also did a rebalance sell of LNT, which I reinvested. I bought my 4 worst unrealized gain holdings by overweighting their allocations from 1% to 2% and auto investing. I had other underweight buys, which included: SCHD, FAST, CMCSA, DGRO, RICK, PG, and APD. I am including 2 pictures in this article. The bottom picture shows my worst unrealized gain holdings. This is after almost 4 years of dollar cost averaging and averaging down on these holdings. Dividends are not included in unrealized gains, so if you do a wash sell, then dividends do not count. They are taxed separately from capital gains and losses.

updated 12/01/2023

Best Holdings for the Day in the 72 Holding Taxable Brokerage Account

I reinvested $9.27 in dividends in this account. Auto invest bought MPW. I am overweighting my worst 4 unrealized gain 1% allocation holdings from 1% to 2%, which includes: MPW, PFE, PML, and TROW. The performance of my portfolio in the link is if you only auto invest, which I do not. 

My Best Holdings for the Day in the 72 Holding Taxable Account

11/29/2023

The picture shows the best holdings for the day in the 72 holding taxable account. I have not been buying this account recently. I am putting as much as I can contribute into the ROTH account first. I did buy and overweight these holdings when their unrealized gains were below -5%, and now I am doing rebalance sells of those holdings when their unrealized gains turn positive. BAC is one holding that I rebalanced recently. MPW was the best holding for the day, but it is my worst unrealized gain holding. If you click MPW, then you will see a chart and article written today.

Best Holdings for the Week in the 72 Holding Taxable Account

11/25/2023

This picture shows the best holdings for the week in the 72 holding taxable account. I have been buying/overweighting my lowest value 1% allocation holdings with unrealized gains below -5% most of the time for at least the last two years, VZ and ABT are two such holdings. I did buy UPRO up to it's target allocation when my unrealized gains were below -5%. I plan on doing rebalance sells of ABT and UPRO when my unrealized gains are above 5% or at least positive.