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.
Roth-P For this non-taxable account, investments are calculated automatically on the Roth-P tab in my Google sheets. Check it out! The investments will be skewed among the top performing names ranked by Annualized Return, as shown on the Roth-P account tab.
Roth-A For this non-taxable account, investments are calculated automatically on the Roth-A tab in my Google sheets. Check it out! The investments will be skewed among the top performing names ranked by Annualized Return, as shown on the Roth-A account tab.
Every 1st & 3rd Tuesday I invest an amount shown on each of the Roth account tabs spread out among the holdings listed in the post title for our Roths.
Details of investments and amounts for each account are shown below. Things are a little different because I’m adding 6 holdings to each account. The 3rd Tuesday in May will ‘revert’ to the above described course of action, and then in June the Roth-A account (only!) will change to once monthly investments on the 1st Tuesday of each month.
I decided to make the Roth-P ‘sharebuilder’ investments bi-monthly, usually every 1st & 3rd Tuesday.
I decided to make the Roth-A ‘sharebuilder’ investments monthly, usually every 1st Tuesday (starting next month).
Here are screenshots showing the investments queued on the Capital One Investing (sharebuilder) site;
The dates spreadsheet showing the ex-dividend and payment dates for these holdings can be found in my google sheets. I also try to keep the calendar on my blog updated.
As always, YMMV!
PLEASE TAKE NOTE AND REMEMBER THIS!
I’m not telling anyone to buy anything or giving anyone any advice, because that’s illegal. You see, I have no letters after my name, like RIA, CFA, etc. I SIMPLY DO NOT GIVE ADVICE. I only tell (and show!) what I do. You, like me, are all alone in this.
And remember, always do your own due diligence!