I’m Pat Rosenheim, a.k.a. the PandA Trader.
Hey, things change…
…and could change again, up until 5PM on the day orders are created (usually Mondays). I will try to update this post by 4:30PM on that day if I decide to change anything.
Investments are calculated automatically on the Cash tab in my Google sheets. Check it out! I look for yearly income, and pick the bottom 3 in the portfolio for investments (that are eligible for the AIP).
This account was going to only hold tax-free muni CEFs, and DRIP. Now however, tax status is very uncertain, so I am opening this account up to all holdings (that are eligible for the sharebuilder AIP).
In anticipation of Tax Day on April 18th, I have stopped the DRIP of ALL positions in our accounts to increase our cash positions.
Every week I invest a small amount (~$150.00), pro-rated among the 3 closed end funds listed in the post title as found in our portfolio.
I decided to make the ‘sharebuilder’ investments weekly, usually every Tuesday.
Here is a screenshot showing the investments queued on the Capital One Investing (sharebuilder) site;
The dates spreadsheet (which calculates these investments automatically!), showing the ex-dividend and payment dates for these CEFs, can be found in my google sheets. I also try to keep the calendar on my blog updated.
As always, YMMV!