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Dress Pockets

Dressed to Invest. Pockets for Bitcoin.

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Month: April 2024

Restricted Stock Units

April 18, 2024April 21, 2024 ~ Mr. Dress Pockets

I noticed in January that my former employer stock was on a bit of a run. I decided to set a sell all limit order at a price of $199 per share. Why $199 and not $200? Because I thought a number of other shareholders would try to get out at $200 and I would … Continue reading Restricted Stock Units

Creative Cash Flow Thinking

April 14, 2024 ~ Mr. Dress Pockets

Shortly after my last post on passive dividend income, I ran across an interesting idea from GoCurryCracker to tap dividends in IRAs before age 59.5 without penalty. If I sell $26,000 worth of stock, move that cash into Roth accounts, and then buy $26k worth of stock… I end up owning about the same number of … Continue reading Creative Cash Flow Thinking

Notes: Investments are Mr. & Mrs. Dress Pockets excluding 529 accounts and real estate.

Month End Investments

  • 2024
  • May $2,832,187 +110,654
  • Jun $3,090,714 +258,527
  • Jul $3,146,377 +55,663
  • Aug $3,212,176 +65,799
  • Sep $3,269,336 +57,160
  • Oct $3,250,137 -19,199
  • Nov $3,395,115 +144,978
  • Dec $3,323,934 -71,181
  • 2025
  • Jan $3,409,321 +85,387
  • Feb $3,365,302 -44,019
  • Mar $3,216,003 -149,299
  • Apr $3,226,903 +10,900
  • May $3,384,077 +157,174

Year End Investments

  • 2017 $933,007
  • 2018 $1,035,196 +102,119
  • 2019 $1,393,021  +357,825
  • 2020 $1,732,765 +339,744
  • 2021 $2,206,674 +473,909
  • 2022 $1,978,084 -228,590
  • 2023 $2,537,151 +559,067
  • 2024 $3,323,934 +786,783
  • YTD 2025 $3,384,077 +60,143

 

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