I wrote a post a few weeks ago about how I owe Uncle Sam $10000 and I normally file my taxes the first week of April to leave time for rejections/corrections and payment processing. I opened up TurboTax again and something just didn’t feel right about the whole tax situation. What bothered me the most…
AI: Entry Points For JEPQ
With the help of AI, my investment portfolio is starting to fire on all cylinders. As I approach retirement, income generation and capital preservation are two key things that are the most important thing to me. I have a small position in JEPQ for it’s excellent yield however my position is small because I don’t…
Happy Easter!
Wishing you the best this Easter Day!
Zepbound: My Health Journey – March Year 3
I completed the 12.5 ml dose and started the 15 ml. I have lost a few pounds and lost my appetite. It honestly feels like when I first started Zepbound from the very beginning. The downside is I am now having more severe side effects. For starters, I seem to get a mild headache whenever…
How I Research A Trade (Now With AI)
Back in the pre-AI days which I’ll now refer to as B.AI. I would spend hours searching the internet for articles on particular topic that caught my interest. For example, let’s say I read an article about the shortages of corn. We know corn is used as a food source but also an input into…
Q1 2026 Returns
I had hoped to have created some dashboards of all brokerage accounts today but I got too busy at work and other activities but I did run summaries and critiques of my accounts. Because every broker has different file formats when downloading transactions it creates extra work. AI can parse through most of it but…
Planting A Garden In Case Of An Apocalypse
This past weekend I went to Home Depot and bought some seeds and soil for a home garden. Over the years I have gardened on & off largely growing small veggies but mostly herbs for my kitchen. Unless you’re a farmer, the math for home grown veggies almost NEVER works in favor of the home…
Sneak Peak: Beautiful Quarterly Return Dashboards
AI and I are starting to build some really great things. The latest thing I am working on are dashboards for my investment portfolio. I have multiple accounts at multiple brokerage accounts. There are many reasons but part of it is account diversification and keeping within limits of FDIC and SIPC limits. After a reader…
Hundreds of Billions Spent For You, Are You Using It?
The big technology companies have spent hundreds of billions of dollars on computers, chips, data centers, and all the associated tech “charcuterie” for you and me, are you using it? We are in the nascent golden age of AI right now and if you’re not out there getting a piece of it for yourself then…
AI: KRE/XLF Put Options For A Correction
As AI has proven to be far more useful and knowledgeable than me on trading, I am now taking higher and higher risks with AI. My latest thought was to hedge against banking crashes so I asked AI to give me the best options on KRE (S&P Regional Banking ETF). I gave AI options data…