Hi,

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. I usually don’t make late changes, but you never know…

I decided to make these ‘sharebuilder’ investments monthly, usually on the 1st Tuesday.

Roth-P For this non-taxable account, investments are calculated automatically on the Roth-P tab in my Google sheets. Check it out! I look for Total Return (“Rank by Annualized”), and pick the top 12 for investments in this untaxed account. Investment amounts are weighted, with the highest ranked getting the largest investment, and shared proportionately among the remaining 11 investments. With this method, my aim is to increase the amounts paid each month as well as the likelihood that some might get sold to capture some capital gains.

Here is a screenshot showing the investments queued on the Capital One Investing (sharebuilder) site;

Roth-A For this non-taxable account, investments are calculated automatically on the Roth-A tab in my Google sheets. Check it out! I look for Total Return (“Rank by Annualized”), and pick the top 12 for investments in this untaxed account. Investment amounts are weighted, with the highest ranked getting the largest investment, and shared proportionately among the remaining 11 investments. With this method, my aim is to increase the amounts paid each month as well as the likelihood that some might get sold to capture some capital gains.

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.

Stay tuned!

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!