Haven't made a major turn since Dec. 2018. Time for another. _______________________________________________________________
JimisJim had plans and was building a new house. Then the day came.
My sister recently turned 70, and you can see her alzheimers getting worse as we go along. ___________________________________________________________________________________________
David Van Knapp currently has a return of 274.80% vs. if he would have invested in the S&P 500, which has returned 347.45% over the same period.
Chowder hasn't done his son any favors. The amount of income he could buy would be much higher if he would have just invested in the S&P 500. The account is currently $318,624 vs. $423,234 if the same money was invested in the S&P. ___________________________________________________________________________________________
Still have my goal of investing $30k for each grandchild. Have my grandsons at $18,500 each, and just this week started my five month old granddaughter with $5000. Have a small taxable account with enough to finish these off, but a hugh tax bill for me. Thinking...thinking.. ___________________________________________________________________________________________
Realizing that I don't see myself ever needing money from this account, it will end up as a legacy account, where my girls will have ten years after my death to fully take the proceeds. Work in progress.
02/18/2022 11:01:41 Sold 200 SJI @ 23.6801 4,735.98 02/18/2022 11:02:41 Sold 75 VZ @ 53.6 4,019.97 02/18/2022 11:10:08 Sold 100 TRTN PRB @ 26.3725 2,637.22 02/18/2022 11:10:08 Sold 100 TRTN PRB @ 26.3701 2,636.99
02/18/2022 13:08:54 Sold 250 BHR PRD @ 25.5501 6,387.47 02/18/2022 11:11:53 Bought 1 GOOG @ 2,626 -2,626.00 02/18/2022 12:36:11 Bought 5 AAPL @ 167.25 -836.25 02/18/2022 12:37:46 Bought 3 ISRG @ 281 -843.00 02/18/2022 12:38:50 Bought 5 MSFT @ 287.9699 -1,439.85 02/18/2022 12:58:49 Bought 5 LHX @ 218.86 -1,094.30 |