- In September, I increased investment in my actively managed Roth IRA portfolio (30 CEFs, 26 REITs, and 140 stocks) by 12.4% on market dips.
- This month I closed 8 stock trades for a net gain, including dividends, of +30.86% (mean) or +30.92% (cost-weighted), for an average of 5.3 months in the trade.
- The portfolio earned >$2,100 in dividends for September, with a 9-month total of >$14,300.
- This month, I opened positions in 15 stocks, including 12 under-performing components of the S&P 500, and I added to 14 CEFs, 6 REITs, and 34 stocks.
- I've closed 81 consecutive winning stock trades since February for a median gain, including dividends, of +36.4% or +30.8% (cost-weighted) for 6.0 months (median) in the trade.
For further details see:
Green's Portfolio - September 2021