Strange new territory for me. Staying above $960k regardless, means not holding a lot of common stock.
I'm thinking if I can divvy up $3000 a month between the grandkids, I'll be happy. I think I'll get away with
10% for the tax man, so need $40,000 income a year. 4% on 1M. So easy not long ago, with CDs or even SGOV. Now T bills are under 4%, and going to go lower.
Added these today to 1000 ATLCZ, 500 CODI-C, and 100 IIPR-A. Have more bids in, but not much cooperation yet.
Of course, being anal, I have already figured, ( using 3.91% for SGOV, because it is coming and will go
lower, ) currently $8,826 of income on $162,464 invested. If I put another $800k in SGOV, I get a total of
$40,106. Goal, but wouldn't stay there long with SGOV yield going down.
UTF
COHEN AND STEERS INFRASTRUCTURE FUND
Filled
Buy 50 Limit $24.00 Day
$24.00 $23.80 $23.80 $24.14 $23.91 9:23 AM 10/28/2025 9:30 AM 10/28/2025
UTF
COHEN AND STEERS INFRASTRUCTURE FUND
Filled
Buy 50 Limit $23.85 Day
$23.85 $23.80 $23.80 $24.14 $23.91 9:48 AM 10/28/2025 9:50 AM 10/28/2025
UTF
COHEN AND STEERS INFRASTRUCTURE FUND
Filled
Buy 100 Limit $23.75 Day
$23.75 $23.80 $23.80 $24.14 $23.91 12:17 PM 10/28/2025 12:25 PM 10/28/2025
=================================================
TGT
TARGET CORP EQUITY EQUITY
Filled
Buy 10 Limit $97.01 Day
$97.01 $97.00 $97.10 $97.10 $97.00 9:50 AM 10/28/2025 9:51 AM 10/28/2025
TGT
TARGET CORP EQUITY EQUITY
Filled
Buy 15 Limit $97.01 Day
$97.01 $97.00 $97.10 $97.10 $97.00 9:44 AM 10/28/2025 9:51 AM 10/28/2025
TGT
TARGET CORP EQUITY EQUITY
Filled
Buy 10 Limit $96.86 Day
$96.86 $97.00 $97.10 $97.10 $97.00 9:54 AM 10/28/2025 10:00 AM 10/28/2025
TGT
TARGET CORP EQUITY EQUITY
Filled
Buy 47 Limit $97.07 Day
$97.065 $97.00 $97.10 $97.10 $97.00 3:59 PM 10/28/2025 3:59 PM 10/28/2025
==========================================================
AMH/PRH
AMERICAN HOMES 4 REN 6.25% PFD CALLABLE
Filled
Buy 100 Limit $24.40 Day
$24.40 $9.84 $24.64 $26.11 $24.64 10:30 AM 10/28/2025 10:30 AM 10/28/2025
========================================================
AFGD
AMERICAN FINL GROUP, 5.625% 06/01/2060 PFD CALLABLE
Filled
Buy 200 Limit $21.87 GTC + ext
Exp 04/24/2026
$21.87 $20.90 $21.975 $35.13 $21.975 1:48 PM 10/28/2025 1:48 PM 10/28/2025
============================================================
O
REALTY INCOME CORP REIT
Filled
Buy 50 Limit $59.26 Day
$59.26 $59.30 $59.30 $59.46 $59.46 2:09 PM 10/28/2025 2:27 PM 10/28/2025
========================================================
SGOV
ISHR 0-3 MN TRESBND
Filled
Buy 1,000 Limit $100.68 Day
$100.67 $100.67 $100.67 $100.67 $100.67 3:56 PM 10/28/2025 3:56 PM 10/28/2025 |
