Recent Articles
The picture is an Amazon Associate product link - Check Price
01/02/2024 Buys - 5 Stock Picks
1/15/2024
Stock/ETF Buys and Sells
TurboTax Home & Business 2023 Tax Software
Federal & State Tax Return [Amazon Exclusive] [PC/Mac Download]
This is the software that I use to do my taxes. I buy it every year. As an Amazon Associate, I earn from qualifying purchases. If you buy anything, including items not for sale in the store, then I earn a small commission. I am not the seller of items in my store.
ROTH Account
1/15/2024 Current Balance
Click the link to see the 54 holdings within the stock/etf portfolio, asset allocations, dividend yield, expense ratio, and performance.
An investor using M1 Finance can create a portfolio/pie and see what the returns could be based on past performance before investing.
M1 Finance Portfolio
71 Holding Taxable Account
1/15/2024 Current Balance
"The Beast with 71 Heads" Click the link to see the 71 holdings within the taxable stock/etf portfolio, asset allocations, dividend yield, expense ratio, and performance.
M1 Finance Portfolio
12/30/2023
01/02/2024 Buys - 5 Stock Picks
Honestly, I could just auto invest, but I am providing information to people that want to outperform the market. My 5 buys in the ROTH account today, 12/29/2023, included: CSQ, SPHD, SYK, TSLA, and WPC. I am someone who wants to outperform the market. If I am only buying and overweighting my lowest value holdings from 1% to 2% allocations with unrealized gains above 5% and a 7D ADX of a buy, then my buys for Tuesday will be: MA, GLPI, MSFT, STAG, and ADC. I invest using M1 Finance, but the picture is from Barchart, which is a free online tool.
The Intelligent Investor Rev Ed.:
The Definitive Book on Value Investing Paperback – February 21, 2006 by Benjamin Graham(Author),Jason Zweig(Author),Warren E. Buffett(Collaborator)
Check Price on Amazon
I am an Amazon Associate, so I am required to say, "I earn from qualifying purchases". If you buy anything, including items not for sale in the store, then I earn a small commission. I am not the seller of items in my store.