Category Archives: Balanced Portfolio

Set It and Forget It Investing 3.0 (Part 3): Risks, Red Flags, and How Not to Be the Test Dummy

On-chain vaults may modernize investing infrastructure—but not without risks. This installment outlines where things can break, how to spot bad actors early, and simple rules of thumb to avoid yield-chasing mistakes. The goal isn’t excitement; it’s keeping new plumbing boring, reliable, and appropriate for long-term portfolios. Continue reading

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Set It and Forget It Investing 3.0 (Part 2): When Your Broker Gets New Plumbing

On-chain vaults won’t announce themselves with flashing lights. They’ll quietly show up inside familiar broker and robo-advisor accounts, powering conservative portfolios behind the scenes. This piece explores how “set it and forget it” investing may look the same on the surface—while the infrastructure underneath gets a serious upgrade. Continue reading

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Set It and Forget It Investing 3.0 (Part 1): How On-Chain Vaults Quietly Follow Mutual Funds and ETFs

Set-it-and-forget-it investing has already evolved from mutual funds to index ETFs. A third phase is quietly emerging. This article explains, in plain English, what on-chain vaults are, why institutions care about them, and how they fit into the long history of automated, boring-by-design investing. Continue reading

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Accounting For My Losses

The author reflects on recent investment losses and the challenges of reconciling them in QuickBooks. Despite setbacks, they remain determined and see it as a learning experience. They express gratitude for support and vow to approach the future with a positive attitude and apply the wisdom gained. Continue reading

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Full Bot Picture – May 2024

The author discusses their May income, highlighting their earnings, expenses, and income before taxes, along with the performance of different accounts. They mention the potential impact of taxes and express uncertainty about future earnings. The sudden loss in June leads them to believe that May’s success won’t be replicated. Continue reading

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May 2024 Bot Wrap Up

This month brought both good and unexpected developments. The leverage change from OX was a negative surprise affecting decisions for FED/Gold-Digger bots. On the positive side, monthly profit exceeded expectations, with gold likely contributing over 20%. It’s crucial to adhere to recommended lot sizes to avoid unpleasant surprises. Despite challenges, all bots performed well, with potential for new leaders next month. Continue reading

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Glad My Farm Has Multiple Tractors…

The author reflects on trading bots using a farm metaphor, expressing satisfaction with Precision bot’s performance but acknowledging Octane bot’s recent challenges. Despite changes in market direction and slower trading, the author remains optimistic about earnings exceeding last month’s. The metaphor of tractors producing yields is used to highlight overall positive results. Continue reading

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Algorithmic Trading: Crafting the Perfect Cocktail of Stocks and Strategies

Algorithmic trading operates like a bar, serving up precise investment blends. Choose your stocks like selecting spirits, mix in strategies for flavor, and add risk management garnishes. Blend with care, monitor consistently, and adjust to taste. The world of trading is like an expansive bar – keep experimenting until you find the perfect blend. Continue reading

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