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, I will be adding 3 new holdings starting May 16th @ $100 each and will continue to invest this amount each week for the remainder of the month.
Roth-A For this non-taxable account, I will be adding 3 new holdings starting May 16th @ $100 each and will continue to invest this amount each week for the remainder of the 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!