March is starting out like a lion. I was able to sell my LMT position after the stock going ex-div and all holdings are up from their February positions. I already have my best realized gains since July and another stock (MRO) is approaching the sell price. So there is a chance of the best month to date if trends continue.
Further good news is that many of the realized gains from the LMT sales are associated with our Roth IRAs. And these gains are not subject to tax, ever. So maximizing gains in these accounts is a very good thing. If fact, these accounts are up 39% and 53% since May '09. These are higher than the gains in the other accounts, but that was the plan. What makes these gains even more surprising to me is the fact that the LMT holdings took 6 months to turn over and I've only been using this strategy for 10 months..
And if things turn south again, I'm now only 68% invested, so their are funds available for reinvestment. I'd like to clear the books a bit more before buying back in, but you take what the market offers.
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