Money and Finance
It seems I was a little late for the last pullback but I now have some dry powder available for the next one that is sure to come. I'll be setting up some limit orders today on MCD, INTC, AFL and possibly just buy outright some JNJ. It'll be great to get to start adding to my portfolio again. Now I just need to practice some patience. It's been awhile since I've had capital ready to deploy and while I know I want to get it out there and working for me a better time will come.
I'm also considering selling out of my WMT position in my Roth IRA since there's no tax consequences. I've made over 15.50% since late April when I purchased on the dip due to the bribery scandal. I'm not overly enthusiastic about the entry price because it could be better. The YOC is only 2.71% which is decent but not where I normally try to purchase at. If I sell that'll be more available to put towards a better opportunity when combined with the contribution I'll be making later this month. Time to crunch some numbers to see where WMT stands.
- Recent Buy
After adding to my Target position, I also initiated a new position in Phillip Morris (PM) this morning by picking up 25 shares at $84.43 each. If I was able to be near my computer at the open this morning I would have been able to get the shares a...
- Dividend Update - November 2012
November was a decent month for dividends with 5 companies paying out in my FI portfolio but none in my Roth IRA. This was much better than October's 3 total payouts. And December is going to be an awesome month with 12 payouts in my FI portfolio...
- Patience
In the investing world of today, waiting for the right price doesn't take too terribly long. This is something that I need to remember as I'm currently sitting on a 25% and 21% cash position in my brokerage account and my Roth IRA respectively....
- Shopping List
Now that my debt is gone it's time to start compiling my shopping list. Especially since it's looking like the sell in May and go away might be showing up. The DOW is currently 4.40% off it's 52 week high while the S&P 500 is down 5.39% from...
- Recent Buy
Yesterday I bought 9 shares in Walmart at a price of $57.71 in my Roth IRA. Recently, reports of Walmart bribing officials in Mexico for preferential treatment have been released. While this is concerning, it's one of those situations where everyone...
Money and Finance
Powder Ready
It seems I was a little late for the last pullback but I now have some dry powder available for the next one that is sure to come. I'll be setting up some limit orders today on MCD, INTC, AFL and possibly just buy outright some JNJ. It'll be great to get to start adding to my portfolio again. Now I just need to practice some patience. It's been awhile since I've had capital ready to deploy and while I know I want to get it out there and working for me a better time will come.
I'm also considering selling out of my WMT position in my Roth IRA since there's no tax consequences. I've made over 15.50% since late April when I purchased on the dip due to the bribery scandal. I'm not overly enthusiastic about the entry price because it could be better. The YOC is only 2.71% which is decent but not where I normally try to purchase at. If I sell that'll be more available to put towards a better opportunity when combined with the contribution I'll be making later this month. Time to crunch some numbers to see where WMT stands.
- Recent Buy
After adding to my Target position, I also initiated a new position in Phillip Morris (PM) this morning by picking up 25 shares at $84.43 each. If I was able to be near my computer at the open this morning I would have been able to get the shares a...
- Dividend Update - November 2012
November was a decent month for dividends with 5 companies paying out in my FI portfolio but none in my Roth IRA. This was much better than October's 3 total payouts. And December is going to be an awesome month with 12 payouts in my FI portfolio...
- Patience
In the investing world of today, waiting for the right price doesn't take too terribly long. This is something that I need to remember as I'm currently sitting on a 25% and 21% cash position in my brokerage account and my Roth IRA respectively....
- Shopping List
Now that my debt is gone it's time to start compiling my shopping list. Especially since it's looking like the sell in May and go away might be showing up. The DOW is currently 4.40% off it's 52 week high while the S&P 500 is down 5.39% from...
- Recent Buy
Yesterday I bought 9 shares in Walmart at a price of $57.71 in my Roth IRA. Recently, reports of Walmart bribing officials in Mexico for preferential treatment have been released. While this is concerning, it's one of those situations where everyone...