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My Purchases for January in My ROTH IRA

RoadstoWealth

As I gradually shift from randomly investing to a to a more intentional and strategic approach, below are my purchases for the month of January 2024:


Screenshot of 3 shares of DGRO purchase on 1/16
DGRO Purchase
All of my purchases for the week of Jan 22, 2024
Screenshot of my SCHD, SCHY, and DGRO purchases
Purchases made on Jan 29, 2024 for SCHD, SCHY, and DGRO
Screenshot of my purchases of SCHD SCHY and DGRO
Screenshot of SCHG purchase on Jan 31
Screenshot of SCHG purchase on Jan 31
My total purchases for the month of January:
  • SCHD: 5 shares for a total of  $384.6

  • DGRO: 10 shares for a total of $541.79

  • SCHY: 5 shares for a total of $120.94

  • SCHG: 1 share for a total of $85.6

In total I invested $1,132.93


As you can see, I Am gradually transitioning to my core-satellite strategy with a focus on dividend growth.  For those unfamiliar with the core-satellite strategy, it's an investment approach that strategically combines a diversified core portfolio, often including index funds for extensive diversification.

 

I plan to stick with the core-satellite strategy for the entire year, and I'm ready to start my first trading week in February.

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DISCLAIMER: I am not a financial advisor. Your investments are solely your responsibility and it is imperative that you conduct your own research. Please consult an investment advisor.

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