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…
Category: Investments
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…
Hiding Out in Gold
The apps I use to find great options trades is having a harder and harder time of finding something to invest in so I made the decision to hide out in gold. It’s just one small position because I’m already invested in silver, and gold miners with hedged collar strategies. I bought 100 shares of…
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…
21.8 Percent Return On EWY?
This Iran war has caused Asian stocks to get clobbered. A large part of the issue is that Asia’s oil flows through the Straits of Hormuz so if that shipping lane is disrupted, it will cause havoc with Asian economies as energy costs soar. The KOSPI has been hit hard and is down 12 percent…
More GSE Bonds Called
In February I’ve had about 20k worth of GSE bonds called. These were essentially government loans to farmers. I had almost 6% interest on these bonds and it makes sense for whoever took out these loans to refinance at today’s lower rates. Ironically, the recent PPI report had hotter inflation than expected which has led…
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…
My Rental Property Strategy
My rental property strategy is fairly simple. Find a home that can generate the cash flow with a reasonable return. I won’t go into the details into the type of home, city, specs, etc because every investor is looking for something different. Some want stable cash flow, others want home appreciation while someone else pays…
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,…