I’m Pat Rosenheim, a.k.a. the PandA Trader.
#HYHRD #sharebuilder #update
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. I usually don’t make late changes, but you never know…
I decided to make these ‘sharebuilder’ investments monthly, usually on the 1st Tuesday.
ind-PandA For this taxable account, investments are calculated automatically on the ind-PandA tab in my Google sheets. Check it out! I look for Annual Dividend, and pick the bottom 12 for investments in this taxable account. Investment amounts are weighted, with the lowest ranked getting the largest investment, and shared proportionately among the remaining 11 investments. With this method, my aim will be to increase the amounts paid until all are paying fairly equal amounts each month.
Here is a screenshot 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!