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: Money Management
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…
Increasing Cash Position To Quarter Million
It’s February options expiry today and I have about $140k in assignments which will get added to another $100k I have on the sidelines. Managing cash is starting to be a real problem. Just sitting in cash generates even more income in the form of interest but for me that’s a better option than this…
“Be First, Be Smarter or Cheat”
The title of this post is from a quote by Jeremy Irons in the movie Margin Call. In the scene (video below), Jeremy’s character, John Tuld, CEO of an investment bank sits at a conference room in the 2 am hours of the day trying to figure out what to do with a bond portfolio…
My Sinister Water & Gas Bill
As I continue to declutter this year I came across some old water bills from the city and I was a bit shocked at what I found. My water bill has grown 115% over 8 years for the exact same amount of water although the “sewer” charge has grown and we have less people living…
Struggling With Cash
I had about $90k of calls on IWM assigned recently and it now added that cash to a pool of money I’ve been holding. Yesterday’s market meltdown gave me hope that I could maybe deploy some of that cash into investments but lost that opportunity with today’s crazy rebound. Gold, silver, small caps, tech, S&P…
Annual Cost of Physical Therapy $5000 & Scam Care?
I have a bad back. Most of the time it’s ok but over the years my back pain flare ups have been happening with higher frequencies and often the pain, when it happens, is at a much higher level than in the past. To that end, one of the things that helps is getting physical…
Using AI As A Constructive Criticism Agent
I have been building a variety of tools over the past few months largely to help me with my investment portfolio and personal life but in this post I am going to tell you how I’m putting some of it all together although this is just going to be one small piece. I recently built…
ChatGPT Saved Me Over $1000 On Home Network Upgrade
AI does it again and saves me money, well over $1000 so let’s discuss what happened. The problem was over the years, we’ve added a ton of devices to our home network. In addition to cell phones, tablets, Apple TVs, Roku’s, security cameras, computers and wifi enabled appliances, the network was getting over worked. Like…
Built A Financial Dashboard And Credit Card Spend/Rewards Dashboard
I don’t know how Quicken/Intuit will survive, in less than an hour, I built my own financial dashboard and credit card spend and rewards dashboard and it did everything right whereas Quicken made endless errors last time I used it. Financial Dashboard I have a ton of bank accounts and getting a full picture of…