Cemanuel 2022 Portfolio Thread

[fenders53]

(03-08-2022, 12:23 PM)cemanuel Wrote: The Deed is done: Copy/Paste from SA.

Today's trades:

Roth - TR account but these all pay dividends:

• - Sold WHR at $189.15
  
• - Bought KLAC at $315.89
  
• - Bought MU at $74.98
  

Taxable Account, DGR/income Account:

• - Trimmed PFE, about 30% of it, at $48.00
  
• - Bought WHR at $190.89
  

Should add growth in the Roth, higher income and dividend growth in the Taxable Account. This was my first Taxable Account transaction of the year. Guess I really am becoming more buy-and-holdish.

And as usual I did it backwards. Sold WHR for less first than I bought it for later. Though I was waiting for PFE to come back to $48.

The market is mean sometimes.     I sold an EOG put literally 10 minutes before an analyst downgraded it this morning, and dumped the shares 7pts.  Right at my strike price.  

And I had no idea WHR had corrected that hard or I wouldn't have made my previous comment.  I looks attractive enough here.  Back on my watchlist.