Matthew Clinger wrote:Ticker Shares
There's 4 extra shares there at Nov 7th's prices. That leaves me enough for the entry fees and enough left over to make 1 sell, which in turn gives me all the money I need to sell the rest. Agreed on not reinvesting the dividends. Agreed on cash earning no interest.
Nope. We need to use Nov 8 prices since you published your list after market close on Nov 7. It makes a slight difference. Also, check your numbers for BAS.
Slight differences might be important at the end.
Also, it's a taxable portfolio. Can we assume 15% federal tax and 5% state tax on dividends and capital gains?