Another week another opportunity to invest in the market. Mr market recent rally mostly due Trump effect. It is very possible for the DOW to reach mid 20000's in next few years. But we all know that the market is unpredictable, hence timing the market is never a posibility, or there in. No certainty.
This is why i try to invest little by little every week if possible. I have been bless to be able to do that in recent weeks. So here is what i purchase, and also what I sold in recent week.
First what I sold:
WEC, CTAS, NNN,V, NSC, ED, CCL, CLX, FAST, TIS, CL, PFE, BLX, CMS, EV, CM and AVA
Their were sold here on ROTH mostly because I wish to hold them on the individual account and only try to hold blue chip stocks in ROTH going forward.
Individual account I sold few stocks here also mostly for TAX Harvesting.
FLO, CB, RY, PG, VLO, PSX, SO and ETP
So far I save $1400 on my 206 Tax bill. So here are my Purchase this week.
NJR $100 2.78 shares @ $34.48
LM $100 3.06 shares @ $31.37
KMB $125 1.06 shares @ $114.06
GPC $110 1.09 shares @ $97.27
RCI $200 5.12 shares @ $38.23
DLR $200 2.14 shares @ $91.21
OXY $150 2.07 shares @ $70.28
ADP $252 2.59 shares @ $95.42
MAIN $126 3.36 shares @ $36.24
WSBC $100 2.37 shares @ $40.44
What do you think of recent activities?
What are you buying? Do you ever sell? What tax strategies to you use?
Thanks for visiting
Disclaimer: Long on WSBC, MAIN, ADP, OXY, DLR, RCI, GPC, KMB, LM and NJR
Disclaimer: I’m not a licensed investment advisor and not an investment professional. This site is only meant for educational or entertainment purposes only. I’m not liable for any losses suffered as a result. Please consult with an investment or tax professional before investing any of your money.