Called my sister yesterday, to say I would come get her today to take her to a cousins dinner. She hadn't
called me in eight days to chew on me, so maybe things are going well.
Trying to decide how to simplify things for when my girls inherit the IRA, use cash coming in to fund my
grandkids, and still have my fun of looking for little guys that maybe have opportunity for nice returns.
Income is currently $11,493, so I should be able to pay the taxes and give each grandchild $2500. This
includes a savings account for one the youngest wants to get in the hopper, but is having a hard time.
Won't have to build for that one if it comes, just move the savings to a UGMA, and it will be funded with
exactly what the others got. Need to get the wife and son in law on the same page here, just in case.
Not in a hurry, but the consolidation part seems the hardest for me.
ETFs and CEFs staying, some for the income, some for sector coverage and income. by position size:
XLU, UTG, CCD, RNP, VNQ AOD.
Leaving sometime: UTSL bought too early and had a big loss. 58 shares now up $226 and I expect higher.
Along with just plain SPY and QQQ, looking at IYW XLG SPGP VUG CALF. open to other suggestions.
That will leave me to play with my little guys: Sold ANNX 250 for -$400 this week. Added 1000 SDOT at .28.
Holdings by loss:
SDOT 8709 -$4977
Don't plan to sell until a year after they sell their restaurant business. Plan on profits.
Zacks says .08 2025/ .16 2026. Nobody really knows anything.
13 insiders bought at least 100k shares each, end of March, .29/.30.
XAIR 1050 -$426 Like the tech and growth coming
LVTX 750 -$385
CGEN 600 -$252
ADV 400 -$242
ABSI 475 -$232
AQST 725 -$186
RSSS 359 -$153
FORA 515 -$71
CTV 150 -$36
LVO 250 -$28
BDSX 950 -$10
DTST 100 -$8
MTEK 900 -$3
HRTX 500 +$228
IMMP 700 +$344
CRDL 700 +$400
ASPI 750 +$550
EU 950 +$565
TBLA 2215 +$821
WVE 1025 +$979
PESI 893 +$1967
SPRY 5500 +$3173 traded a few shares a few times for gains
ADMA 1000 +5345 already taken some gains |
