Jun 28th Weekly Recap
Portfolio is down 1.62% at one point we had an all time high of 13% Deposited $100
This week was a crazy week as we look at the indexes and the tech sell off.
Something I forgot to mention in my first post is that I deposit money on a bi weekly basis so you may see that my account balances grow here and there but I will post consistently showing how much I deposited and the percentage gain overall
A couple things I notice with claude is that I am beginning to notice this "adoption of ideas" effect happening, once you introduce a concept or a rule you would like in your portfolio you cannot break it's rule AI will literally die on the hill you wanted to stand on, so be weary of what you introduce yes you may want to be impulsive and argue but Ai will talk you out of it
Somethings you want to do when building your portfolio
- IRS Wash sale (Ask ai to compile a list of stocks it sold and have a 30 day ban on rebuying the stock)
- Example: Sold Rocket Lab on june 24th can't buy for the next 30 days. (even in a roth)
- Learn math concepts with ai to enhance your portfolio.
- Backtest if you can
Stocks Sold this week (Our stop loss was hit)
| Position | Bought | Sold | Cost basis | Proceeds | Realized loss |
|---|---|---|---|---|---|
| RKLB | $114.07 (Jun 5) | $86.04 (Jun 24) | $50.00 | ~$37.71 | −$12.29 (−24.6%) |
| IONQ | $63.60 | $50.57 (Jun 25) | $20.00 | ~$15.91 | −$4.09 (−20.5%) |
**Stocks Bought (**After depositing $100 and Proceeds)
| Ticker | Bought (date) | Amount | Fill price | Shares |
|---|---|---|---|---|
| ASX | Jun 25 | $65 | $41.87 | 1.5524 |
| CAT | Jun 25 | $45 | $1,047.77 | 0.0429 |
| GTX | Jun 26 | $35 | $34.61 | 1.0000 |