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Video Release Sat 20Jan18
IT’S THAT TIME OF THE WEEK AGAIN FOR THE WEEKLY RECAP
Market Indexes, Paid Dividends, Swing Trades & Holds
Weekly Index Recap:
S&P 500: +.86%
FI PORTFOLIO: +3.14%
15Jan18 – EPR PPTYS (EPR): $15.98
Third week of the year, I’m excited this is nearly $16 (Could Pay a Week Of Lunch If Needed), This is added to total YTD of $95.57.
Swing trades are normally done inside my Roth IRA to avoid paying taxes on Capital Gains & Dividends.
17Jan18 – SOLD 68 Shares (O) $53.40, Bought Back In 68 Shares (O) 53.30 (Difference Of $6.73)
I was wanting to sell O and move it into my Roth IRA, my plan did not work and bought back in a cheaper price avging down my initial cost getting some money out while buying the exact same shares. I’m going to be calling my broker next week to see if I can sell, release my funds to be moved into my Roth IRA and then re-buy O at a lower price.
16Jan18 -BOUGHT 1 Share(s) (O) $53.39 (Long Term Hold)
17Jan18 -BOUGHT 3 Share(s) (O) $53.39 (Long Term Hold)
My Primary Goal Right Now Is To Move My REITs Into My Roth IRA (Use this Discount Time To Buy Great Long Term Income Stocks).
Total Profit: $6.73
4 New Shares of “O” Will Increase My Monthly Income By $.87 or $10.44 In a Year. <— YES !
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Disclaimer: I am not a Financial Adviser or Tax Professional, the information provided is my opinion for entertainment and fun. This is NOT Investment advise, you should always consult with a professional Financial Adviser or Tax Professional. I’m not responsible for any monetary gain or loss that my occur following my opinion.