Week 7 Results 3-21-25

First time here?

READ THE PLAN FIRST

Continuing the DCA plan of $10 a day into BRK.B. Keep an eye on that one as it will be the first to reach the $1000, at which point I will turn off the DCA, and hopefully this app will have the "tax lots" update. I have gotten in touch with support and let them know I'd like to be on the list of the  next set of to receive the update, so we shall see.

I did add O (Realty Income) to the program. You may have noticed there is a significant difference in the account value. I added $1000 to cover the DCA I'm now doing with O. You'll notice the daily buy at the bottom of the picture. 

I will be adding more stocks and ETFs soon. Each getting its own $1000 to start the DCA process. Remember, there are many ideas and systems/strategies out there. Few are legit. 

By the way, there is a similar way to do this without using the tax lots. I'll cover this method soon as many may not want to deal with figuring the tax lot amount to sell each week. This will also be helpful for those who are trading within an IRA on Robinhood, as you can't do the tax lot thing on an IRA. Stay tuned. I'll get the info out soon. 

Until next week, be good!

**DISCLAIMER** nothing at all on this blog is to be considered as investment or trading advice. I post my progress here as a way for me to keep track of how I manage my portfolio at any given time. I can, have, and likely will in the future delete posts that I find are not ideas that I wish to try again. Do not trade the way I am trading.I am a truck driver, not a financial advisor. If you do decide to trade or invest as I do, you are agreeing to take full responsibility for your actions. Trading is risky. This blog is intended to help my wife and children in the event of my death. It is not to be considered as financial advice to anyone. The intent is to assist you in getting into the field of trading and investing assuming you will take responsibility for your actions, and continue your education through other sources. **WARNING** YOU CAN LOSE ALL OF YOUR MONEY VERY QUICKLY TRADING OPTIONS OR ANYTHING ELSE. MAKE SURE YOU UNDERSTAND THIS BEFORE YOU EVER MAKE YOUR FIRST TRADE. ALSO, I AM A TRUCK DRIVER, NOT A FINANCIAL ADVISOR. IF YOU FEEL ANYTHING ON THIS PAGE IS HELPFUL IN ANY WAY, MAKE SURE YOU TAKE FULL RESPONSIBITY FOR YOUR ACTIONS WITH YOUR MONEY! ANY AND ALL INFO ON THESE PAGES IS SUBJECT TO CHANGE WITHOUT NOTICE!!