Earlier this year, I took on two different reallocation projects. The first was using ChatGPT to rebalance my 401(k). The second was redistributing my weekly contributions from my naked put and dividend growth accounts into a new ETF that wasn’t previously part of my allocation….
Thoughts before calculating: I am pretty excited to prepare this net worth update. I received a bonus in March, so I was finally able to immediately send it out to the various buckets I had thought about for months. Whenever I have a good chunk…
It has been some time since I audited and updated this account. This post is going to chronicle both reviewing my holdings and then how I am going to deploy capital for the near future. As a reminder (to my future self, since no one…
With another month done it is time to see how I did. Thoughts before calculating: This was an uneventful month, financially speaking. I did pay for our summer vacation in full, but other than that, no real insanity occurred, so I think we’ll be flat…
With the first month of 2026 in the books it is time to take stock to see how we fared financially. Thoughts before calculating: I think this is going to be a positive month, but nothing crazy. After the shit show that was 2025 I…
For the past few years, I have really loved the idea of being that old guy with a weird amount of gold. However, I never really found a way to accumulate it monthly on an automatic basis. For a while I would just save a…
My 2026 overarching theme is to get back to the basics. I figured, what is more basic than reallocating my 401k and updating future contributions? Instead of doing the heavy lifting myself, I opted to see what ChatGPT would pump out, and wow, it did…
I know it is cliche but, wow, writing 2026 is weird. I missed December’s update, but it is what it is, I was dealing with just headache after headache, and I had no interest. Thoughts before updating: I am going to be up over the…
For the past 15 or 20 years I like to put my goals and objectives down in “ink.” I wish I had the inclination to find them all in the way back machine (maybe that could be a job for this year). Notwithstanding, every year,…
I am just so fucking excited that 2025 is finally over. Financially, this year was a disaster. Some self inflicted, and some events were just a bad roll of the dice. This really, really long year started shitty out of the gate: I am sure…