I generally start winding down the year during the last quarter. This the time to reassess my progress and fine tune my remaining goals – or punt to position myself for 2016. Looking back, I started Spring Cleaning … but didn’t finish. So I started the process (after the dividend payment) to cash out my OMI reinvestment account. I have a duplicate (but larger) position with my broker so I’ll use this as seed money for a new position next month.
- added to AAPL on weakness
- added to SBUX
- obtained MSGN as a MSG spinoff