~ Reallocate my position in Realty Income, $O , to my IRA account to take advantage of the tax benefits all around.

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~ Start removing some of my beginning stocks that I did no research on and have underperformed with a weak foundation in my portfolio.

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~ Build up a cash position to start taking advantage of Cash Secured Puts on top of my slowly growing Covered Call positions.

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~ Reach a total portfolio worth, Taxable Brokerage + IRA, of 5 figures (currently about 86% of the way there).

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Sounds like a solid plan. Gonna take some work, but is 100% achievable.

What’re your ending ‘22 and beginning ‘23 goals?