Liquified my big $17,000 Roth. Figure $4000 for each grandchild, +$4k to the savings account for
hopefully the one that gets in the hopper, should sate me for this year.
"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."
As it is many times, the hard part is getting started. This week I just jumped in, selling under achievers vs.
VUG. Out APD, LOW, ADBE, and BIO.
If I take out all my traders, what I leave for the girls won't be so complicated.
Current cash $21,507
What is staying, in current order of size:
ENPH $189,282 will pare it down slowly, on a rise, or trade I can't turn down
AMZN $59,570
GOOG $49,926
AVGO $34,542 added 8 this week, $1372 to $1309
AAPL $33,643
ISRG $22,518
RMD $17,744
PANW $15,925*
MELI $10,353*
ORCL $6,797
Staying for income to give the grandkids. Not planning to add more:
AOD 925 $7,197
ATLCZ 1280 $31,718 added 200 this week
CCD 900 $20,025
RNP 665 $13,433
UTG 1044 $29,680
For my kids to inherit: where the current money is going
CALF 40 $1,849***
COWZ 20 $1,123***
VNQ 120 $9,988
VUG 33 $11,647***
XLK 32 $6,725***
XLU 313 $22,761
XLV 15 $2,155*
* plan to make position bigger / *** a lot bigger. |
