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…
Category: AI
Artificial Intelligence related
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…
AI: Best Options Strategy For QQQ
Rank Strategy Income Consistency Risk Overall #1 Covered Calls (21–30D, ~15% OTM) High Extremely High Moderate BEST overall #2 Put Credit Spreads (21–63D, ~12–15% OTM, 5% wide) Medium Very High Low BEST risk-adjusted #3 Cash-Secured Puts (21–45D, ~10–12% OTM) Highest High Moderate-High Good #4 Collars Low High Very Low Safest Optimal parameters (from grid backtest)…
AI: Best Options Strategy for RSP
AI Response: Rank Strategy Income Consistency Risk Overall #1 Covered Calls (30D, ~15% OTM or 63D, 10–12% OTM) High Extremely High Moderate BEST overall #2 Put Credit Spreads (21–30D, 10–12% OTM, 5% wide) Medium Very High Low BEST risk-adjusted #3 Cash-Secured Puts (30–45D, 7–10% OTM) Highest High Moderate-High Good #4 Collars (e.g., 63D 10%/10%) Low…
AI: Best Options Strategy For SCHD
SCHD is one of my favorite ETFs. It has a nice combination of growth and dividend income. I am on a journey asking AI to tell me what is the best options strategy for instruments in my investment portfolio. Today it is going to be SCHD. I’m not going to post the long detail but…
AI: Covered Calls & Put Credit Spreads On TLT
AI continues to make me a better investor. As a follow up to a recent post about a new app for covered calls, I decided to ask AI to start validating my investment approach to many equities I am investing in. I wrote this post on AI determining what I had already thought, that covered…
New App: Optimum Covered Calls
I caught a break from work and I decided to create a new app for finding optimum covered calls. After writing this post about AI confirming my bias on covered calls on IWM, I decided I should have an app that specializes in finding covered calls for me on the equities AI says are the…
Outcome of First AI Trades
Well today’s the day for the outcome of the first AI recommended trades. The backstory is here and it achieved the desired results but to recap: For January, I bought 100 shares of IWM at $247.05 then This trade should yield either a gain of 1.39% or a loss of 0.01% (couldn’t get it to…