I’ve spent the week prepping for a Financial Apocalypse that may or may not come but I’d rather be prepared than not. There’s a saying, “I’d rather have it and not need it than need it and not have it!” As a follow up to Is Your Personal Finance Ready For War, I decided to…
Category: AI
Artificial Intelligence related
Is Your Personal Finance Ready For War?
I only have a post or two scheduled for publication because I am prepping for war. Technically, we’re not at war or maybe we are, it’s hard to tell with our current government but in any event there were refineries in many parts of the middle east that have blown up. The Straits of Hormuz…
24 Percent Return (Annualized) On XOP
Back on February 24, one of my apps found unusual options activity on XOP so I decided to take a look. The premiums for a few weeks out were crazy so I decided to buy 100 shares of XOP and sold the March 6 $140 strikes for $367.33. It looks like those options will get…
All Financial Advice Is Wrong, AI May Be The Best Option For Right Advice
I gave up on offering people financial advice a long time ago. I also gave up on listening to financial advice from others a long time ago too. What do these two things have in common? The common denominator between the two things is financial intimacy. In order to truly help someone with financial advice,…
AI: Building Money Agents For Your Investment Portfolio
Here is a preview of something that I am working on in the background. You may have heard that AI “agents” are all the rage now but one thing that I haven’t seen or heard is anything about a “money agent” that helps optimize your investment portfolio. The way AI is projected to decimate white…
Rotating From IWM To TLT
Every investor needs to make decisions for what’s best for their needs at their current point in time. For me, I am rotating away from small caps (IWM) to bonds via TLT. This is largely a move to reduce risk as TLT is a 20 year bond ETF. Don’t take anything you read here as…
Detailed Returns For One Account @ Fidelity
A reader asked for details on my recent post on my account returns. Because there are many components and options trades, I didn’t have the time to calculate the detail so I downloaded all the transactions for 2025 for one account and uploaded them to AI and asked it to create a detailed dashboard. The…
AI: RSP, QQQ, IWM & Timing The Market
I wanted to answer the question, “can you time the market” so I created scenarios using RSP (equal weighted S&P 500 ETF), QQQ (tech stocks) and IWM (small caps) and asked AI to figure it out. The answer surprised me a bit but you decide. Scenario Setup I downloaded the historical data from RSP, QQQ,…
My Ultimate ETF Investment Portfolio
I have spent over a year now working with AI to build the ultimate ETF investment portfolio for my needs based on my income, my assets, my tax situation and my goal objectives. I write those “my” repeatedly so that everyone understands that this is customized for me and that is the core power of…
AI: Market Crash Between June 18 and August 21?
Now that I’ve created some apps largely relying on probabilities to make informed trades, I decided to play with AI and try to figure out what the best window would be for a market crash this year. When The answer came back sometime between June 18th and August 21st for this year. What It’s more…