I managed to get the rollover checks from my old employer’s 401k already and I am in the process of depositing into my new 401k plan however I have run into a snag…. The new provider has absolutely horrible 401k fund options. I haven’t downloaded all the prospectus yet but the ones I have downloaded…
Happy Thanksgiving!
Hope you are celebrating this Thanksgiving holiday with friends and family.
AI 3×3 ETF Porfolio for Roth, IRA, and Taxable Accounts
On the heels of my previous post on having AI create an AI generated ETF portfolio, I decided to have AI analyze 60 covered call ETFs and create a 3 ETF tax optimized portfolio for each type of account: Roth (tax free), IRA (tax deferred), and Taxable account. I am actually impressed with the speed…
AI Generated ETF Income Portfolio
I continue to use AI to test some portfolio options and variations and I simply love the tool and the capabilities. It took me an hour of work to get the output at the bottom of this post largely because I had to do too much work on my own but I think AI will…
Setup My New 401k Already
After writing this post where I was told by my new employer that there may be a 30, 60, or 90 day wait for my new 401k plan, I already got everything setup. I received an email yesterday that I could go ahead and set it up. I logged on and tried to set everything…
Early Signs of Credit & Banking Crisis?
One of the observations I’ve made over the years is how banks change my credit limits on my credit cards from time to time. What I’ve discovered is when banks are feeling stressed they start cutting credit lines or start asking how much people are earning to adjust those credit lines. I’ve written posts about…
Bitcoin Blues? Ethereum Exhaustion? Not On My Watch!
The past few days some digital currencies appear to be in free fall. The two I own are Bitcoin and Ethereum so you might think I’m quaking in my boots about losses on these two digital currencies but I’m not. I own these digital currencies through ETFs, IBIT and EHTA, and I specifically chose these…
Is The AI Bubble About To Pop?
I’ve been reading a great deal of interesting news on AI but the most recent and alarming is a trend of some big names selling off some of their AI stocks. Peter Thiel, according to this article, just liquidated all his NVIDIA position. Michael Burry had short positions in Palantir and Nvidia prior to closing…
3 ETF Portfolio For 3 Buckets of Money
I continue to play around with AI and I frequently ask the same question over time to see if AI models evolve. My latest question was to create a 3 ETF income and growth ETF portfolio for 3 types of accounts: taxable, Roth IRA, and traditional IRA. I also asked it to optimize the tax…
After Getting Ghosted By Employers….
After getting ghosted and rejected by some employers, this week they all called me asking me if I were available or want to continue the process some even after I got rejected! WTF? Perhaps they were waiting for the shutdown to be over or perhaps anticipation of the Fed cutting rates again in December is…