Portfolio

Pending review triggers

Ticker Event Estimate Notes
LEN Q2 2026 earnings 2026-06-20 Forward EPS / FCF + Texas housing exposure check.
WSECU-CD 2026-07-17 share certificate maturity 2026-07-17 Plan: $7,500 -> Ilaria spousal Roth IRA at IBKR (TY2026, IRS limit). Residual ~$8,748 splits between new WSECU certificate (keep CU active) and IBKR taxable (SGOV/deployment). Open Ilaria Roth at IBKR directly, not Fidelity. Action items before maturity: (1) open Ilaria IBKR Roth & link funding ACH, (2) check WSECU renewal rate environment, (3) decide split ratio for residual.
CMCSA Q2 2026 earnings 2026-07-25 Forward EPS + margin compression vs Reddit signal.
MOS Q2 2026 earnings 2026-08-05 Potash margin trajectory + accounting quality.