Sold CAT, Bought T and RCII

I sold 30 shares of CAT for $91 per share in my Traditional IRA (W) account. I’m not sure how much upside this stock has. The selling is to bring down the cost basis, pocket some profit and relieve some capital. Cash relieved $2729.95 – Acquisition cost $2645 = Profit $84.95. I have 41 shares of CAT left in this account at a cost basis of $81.96 per share. I’ll hold on tight to these. I bought 100 shares of … Continue reading >>

December 2013 Dividends

In the month of December, I was paid $172.15 in the Roth IRA account $840.76 in the Traditional IRA (W) account $122.08 in the Traditional IRA (M) account The total for these accounts is $1,134.99. Since last month’s update, I have changed my Roth IRA to receive cash for dividends instead of automatically reinvesting it. Of the three accounts, I now only have my Traditional IRA (W) reinvest dividends automatically. I will reinvest dividends for core holdings only in this … Continue reading >>