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Cemanuel 2022 Portfolio Thread
#49
Plan for the day. I've finished up my IRA buying. Anyone wanting to see the final product, it's here: Filling my IRA

In reviewing stocks for my IRA one surprise was WHR. I own it in my Roth, first bought in January, 2021. Now at the time I bought it my plan was to manage that account similar to my taxable account; for dividend income. That changed later in the spring when I ran some tax scenarios. The Roth then became more of a TR/growth account.

I went into the IRA buying thinking of WHR along the same lines as BBY and WSM. Nice TR companies with some solid growth numbers, growth prospects, and a good record of dividend increases. Looking at numbers, this is wrong. WHR certainly has the dividend hike thing going on, include its most recent, but it doesn't have a lot of revenue growth in its history and I don't see those prospects changing.

So I have two moves planned for today, both involving it:

In my Roth: Sell WHR, replace it with KLAC. Of growth/TR prospects, KLAC is the company trading at the greatest discount to my target price.

In my Taxable Account: Sell some PFE - about 30%, replace with WHR. Neither are high growth companies but WHR actually has a higher yield right now and absolutely stomps PFE when it comes to dividend growth. I debated completely swapping them out but a) I still like PFE and b) I have pretty hefty gains. I can manage the taxable event with the T shares I still hold at a loss but it's easier with a partial sale - selling the T spinco (no divs, that decision is easy) will take care of some of it and I can look at doing something else if gains remain.

Or not. It's not like paying some LT cap gains will break me.
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Messages In This Thread
Cemanuel 2022 Portfolio Thread - by cemanuel - 01-02-2022, 06:25 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 01-03-2022, 03:25 PM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 01-04-2022, 06:59 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 01-04-2022, 07:19 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 01-04-2022, 12:46 PM
RE: Cemanuel 2022 Portfolio Thread - by rayray - 01-08-2022, 09:47 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 01-08-2022, 10:12 AM
RE: Cemanuel 2022 Portfolio Thread - by rayray - 01-08-2022, 11:32 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 01-10-2022, 08:12 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 01-08-2022, 05:50 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 01-08-2022, 09:05 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 01-08-2022, 10:29 AM
RE: Cemanuel 2022 Portfolio Thread - by rayray - 01-08-2022, 09:22 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 01-08-2022, 10:40 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 01-08-2022, 11:10 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 01-08-2022, 11:40 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 01-08-2022, 12:03 PM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 01-08-2022, 12:45 PM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 01-09-2022, 06:40 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 01-09-2022, 07:23 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 01-09-2022, 08:15 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 01-09-2022, 08:41 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 01-31-2022, 05:53 PM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 01-31-2022, 08:40 PM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 02-12-2022, 09:11 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 02-12-2022, 09:43 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 02-12-2022, 09:50 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 02-12-2022, 10:16 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 02-19-2022, 07:24 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 02-22-2022, 01:33 PM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 02-19-2022, 08:23 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 02-22-2022, 03:59 PM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 02-22-2022, 04:18 PM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 02-22-2022, 05:18 PM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 02-23-2022, 05:36 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 02-23-2022, 07:40 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 02-23-2022, 08:42 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 02-23-2022, 08:55 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 02-23-2022, 09:07 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 02-23-2022, 10:26 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 02-25-2022, 06:01 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 03-01-2022, 08:58 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 03-01-2022, 09:18 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 03-01-2022, 10:28 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 03-01-2022, 11:45 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 03-08-2022, 08:32 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 03-08-2022, 08:57 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 03-08-2022, 12:23 PM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 03-08-2022, 01:32 PM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 03-09-2022, 06:54 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 03-09-2022, 08:40 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 03-09-2022, 09:16 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 03-09-2022, 10:22 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 03-09-2022, 10:26 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 03-09-2022, 10:36 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 03-09-2022, 10:55 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 03-10-2022, 12:42 PM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 03-10-2022, 06:04 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 03-10-2022, 10:59 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 04-02-2022, 05:55 PM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 04-05-2022, 06:12 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 04-18-2022, 06:22 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 04-18-2022, 07:19 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 04-18-2022, 08:28 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 04-18-2022, 09:32 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 04-30-2022, 06:44 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 04-30-2022, 08:14 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 06-02-2022, 04:13 PM
RE: Cemanuel 2022 Portfolio Thread - by rayray - 06-02-2022, 04:25 PM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 06-02-2022, 08:44 PM
RE: Cemanuel 2022 Portfolio Thread - by rayray - 06-03-2022, 05:41 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 06-03-2022, 09:01 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 06-03-2022, 10:40 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 06-03-2022, 07:06 PM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 06-17-2022, 06:44 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 07-05-2022, 06:24 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 07-07-2022, 05:50 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 07-07-2022, 06:34 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 07-07-2022, 07:00 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 07-07-2022, 07:56 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 07-07-2022, 09:02 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 07-07-2022, 01:11 PM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 07-08-2022, 06:31 AM
RE: Cemanuel 2022 Portfolio Thread - by Kerim - 07-07-2022, 09:04 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 07-08-2022, 01:22 PM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 07-22-2022, 04:47 PM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 07-22-2022, 05:20 PM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 08-01-2022, 10:09 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 08-02-2022, 08:28 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 08-02-2022, 02:37 PM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 08-03-2022, 10:48 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 08-05-2022, 10:14 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 08-08-2022, 08:43 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 08-13-2022, 08:09 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 09-07-2022, 06:18 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 10-04-2022, 07:22 AM
RE: Cemanuel 2022 Portfolio Thread - by fenders53 - 10-04-2022, 05:50 PM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 10-05-2022, 07:16 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 11-03-2022, 06:25 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 11-18-2022, 07:36 AM
RE: Cemanuel 2022 Portfolio Thread - by cemanuel - 12-05-2022, 10:09 AM



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