What are your winners & losers today?

[ken-do-nim]

(06-23-2021, 08:43 AM)fenders53 Wrote:

(06-23-2021, 08:31 AM)ken-do-nim Wrote:

(06-23-2021, 07:56 AM)fenders53 Wrote: Slow climb back to ATH.  I would need several days like Monday to be back there.  Yesterday was flattish.  I hold enough UTEs to temper my runs whenever they are flat or down.  I have to accept that comes with the usually very low port volatility feature.

I'm $10k away myself, so yeah another couple Mondays would do it.  If I hadn't put that STOP on WEBL a few weeks back I'd be a lot closer it has skyrocketed since then, but I've accepted that due to my monthly budget contraints I really can't afford much of my taxable account being in pure growth.  I'm supplementing my income with the dividends now, and probably will be for the next few years, maybe all the way until child support payments end.

Edit: and I did put WEBL back in my ROTH.

Over trading will hurt you in a taxable account.  I only have one of those and I will need to pick my tax year carefully to get my money out of that account for a retirement toy.  Like a year when I only work a couple months at HD or have some sort of tax credit.  You gotta keep most of your realized gains in a taxable long term.

All of my recent sales in the taxable, WEBL included, have been at a loss.  I've lowered my tax implication from $8k to $6.8k lol.