January represented a fairly good month for both unrealized and realized gains. Also, a few dividends were collected, but no new acquisitions for the second month in a row, leaving my percent invested continuing the downward path to 76.7%. It would be nice to get this a little lower, but I am now better prepared to look for other opportunities.
Most noteworthy this month is that I left my enployer of 4+ years, so I have a significant amount from a 401(k) that can be rolled in the investment pool for active trading. This should add about 10% to the investment pool. Also, since I had a few gaps in empoyment in 2011, I'm eligible to make Roth IRA contributions for my wife and I for last year. These factors will further reduce my percent invested.
Sales this month:
Most noteworthy this month is that I left my enployer of 4+ years, so I have a significant amount from a 401(k) that can be rolled in the investment pool for active trading. This should add about 10% to the investment pool. Also, since I had a few gaps in empoyment in 2011, I'm eligible to make Roth IRA contributions for my wife and I for last year. These factors will further reduce my percent invested.
Sales this month:
- Harte-Hanks, Inc - 9% gain. Liquidated final 80% of these holdings. Took several sessions to liquidate further reinforcing my feelings about small caps.
Current holdings and unrealized gains/losses are as follows.
- Navios Maritime Holdings
- SPDR S&P 500
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