I recently had a discussion with ChatGPT about the mechanics of ETF’s and how the structure creates a self-optimizing system. Most generic indexed ETF’s such as QQQ or SPY are rebalanced on a quarterly basis, meaning the weighting of the individual constituent stocks are rebalanced according to the market cap each quarter. Individual components are…
Category: Research
Schwab – Portfolio Performance Tab
The Schwab “Portfolio Performance” tab is a very useful tool. I have included two examples; my ROTH & Grace’s Prime portfolio. The beauty of this tool is that it includes your recorded capital gains/losses, along with unrealized capital gains/losses in the calculations for performance, and it also backs out any contributions or withdrawals. You can…
The Dividend Trap
Below are six excerpts from Seeking Alpha espousing the merits of owning these high dividend yielding stocks. The results of their performance YTD is shown in the table below. These six stocks (ranked 7 -12) are burning cash like a small brush fire. Note the dividends column is included in the total value column. You…
USAC – for the long haul?
This study shows the results of owning USAC since it’s inception in 2013 compared with holding three other assets. The concept of holding an MLP until obtaining a step-up in basis and avoiding all accumulated taxes at that time, is often touted as a wise investment strategy. The one point never mentioned is that any…
Family Portfolio’s
Grace & Parker’s portfolio’s are included in this table. The suffix “r” = ROTH and “p” = Prime on the models below.
Gold – Apple analysis 10.22.25
Below is a 2 year chart of gold futures (roughly 10x the price of GLD). Gold has no fundamentals, so it is one of the easiest assets to to analyze with charts. Charts are not just data points, they represent the sentiment of ALL investors at a point in time. The algos, AI, experts, general…
Models – 1 YR & YTD
Models + GLD, SPY, QQQ, AAPL – 1 YR Models + GLD, SPY, QQQ, AAPL – YTD ** Updated every evening