About 7 months ago, I built my portfolio with the help of an AI advisor (original post here https://www.reddit.com/r/AIportfolio/s/SwEuSz5WZN). Since then, I've just been sticking to the plan adding $2,000 every month using DCA and keeping the same target allocation the AI came up with.
I have no intention of recommending specific stock tickers or chasing the day's top gainers. My goal is simple: to thank those who have helped me and to share the stock selection methods and strategies I have developed through actual trading.
I typically screen for stocks that are temporarily overlooked by the market, undervalued, and have a small free float. Rather than chasing market fads or volatility driven by emotion, I prefer to wait for confirmation signals to appear.
I closely monitor the stability of multi stage trends such as the stock price's performance relative to the 5-day, 13-day, 34-day, and 55-day moving averages as well as changes in trading volume and liquidity. I evaluate trend quality by analyzing moving average structures, price stability, and the relationship between price and volume, thereby seeking opportunities for trend following trades.
This is just one part of my overall trading process, but it helps me avoid much of the chaotic, violent price volatility and allows me to focus on stocks that may be quietly building momentum.
Each week, I share my watchlist, market insights, and risk considerations in the stock discussion group I established. Everything is completely free; I do not provide specific trading signals or paid tools, nor do I make any promises of profit.
If you are interested in this approach to market research and observation, please feel free to leave a comment below or send me a private message. It is perfectly normal to hold different views; we are all learning and improving together.
As many people have shown interest in my stock discussion group, I have received a large volume of messages and may have inadvertently overlooked some comments or private messages. If you are interested, please feel free to contact me directly, and I will reply promptly once I see your message.
I have come here for two simple reasons: first, to share the knowledge I have gained, and second, to connect with like minded individuals. When many people see my performance figures, they often fall prey to an entirely understandable misconception namely, that my success is merely a matter of luck. They imagine that I achieved overnight fame, that I amassed my wealth through some high risk, "all or nothing" gamble, or that I succeeded solely by relying on insider information. The reality, however, is quite different: everything I have achieved stems from a pivotal breakthrough I experienced during my trading career.
Today, my primary focus centers on several key areas: my foremost objective is to align with the prevailing trend (specifically by closely monitoring EMA levels and overall market direction); secondly, I prioritize confirming momentum (utilizing a combination of RSI and volume analysis to validate trading signals); third, I consistently prioritize risk management over potential returns; fourth, I adhere to using smaller position sizes until specific trading patterns have been sufficiently validated by the market; and finally, I strictly abide by my predetermined exit rules, never allowing emotions to dictate my decisions.
Furthermore, I pay particular attention to the stability of cross cycle trends for instance, how a specific stock performs relative to its 5-day, 13-day, 34-day, and 55-day moving averages while also keeping a close watch on changes in trading volume and liquidity. I assess the quality of a trend by analyzing the structure of its moving averages, the robustness of the stock's price trajectory, and the interplay between price and volume; concurrently, I strive to identify trading opportunities that allow me to ride the trend and generate consistent returns across multiple timeframes.
This constitutes merely a small fraction of my complete trading system; yet, it is precisely because I consistently adhere to these principles that I am able to filter out random price fluctuations and concentrate my energy on high quality stocks specifically those premium assets that are either in the "coiling" phase, poised to make a move, or already "geared up for takeoff."
No single strategy can guarantee profits every single day. Even to this day, I still encounter occasional losses. However, the most critical difference today is this: my losses are strictly contained within a controllable range, while the returns generated by my profitable trades are significantly more substantial. Most importantly, I consistently adhere to a trading style characterized by clear logic and strict discipline. Each week, I share my personal watchlist, my analysis and assessment of the market, and relevant risk considerations. All of this content is provided completely free of charge; I do not offer specific trading signals or paid trading tools, nor do I provide any form of guarantee regarding investment returns. I hope you find this information helpful.
Currently, I am in the process of compiling all the materials I have gathered a comprehensive collection spanning my entire investment journey, from the moment I first entered the market right up to the present day. If you are interested in this and believe these resources might be of value to you, please feel free to reach out to me at any time; I will share everything I know without reservation.
Given that many friends have left messages requesting that I share my insights, I am currently in the process of organizing the relevant content. I may have inadvertently overlooked some private messages or comments; if you have not yet received a reply from me, please feel free to leave me another message at any time. As I am currently occupied with these sharing activities, please contact me via private message.
It turns out that AI has really helped me cut down on boredom-trading basically by reviewing my setups and lots and lots of my mistakes.
I’m just kinda curious how/if y’all are using it for analysis without just chasing signals. Let’s hear ya.
After I did lots of lots of backtesting through some years worth of data to train a strategy , Full_Port_Fred finally discovered successful PUTS and has been printing all week, +$1277 past 7 days, anything is possible if you work on it hard enough and want it hard enough, I’ll keep you guys posted unless he suddenly remembers his name, and full ports my account into oblivion. 🥲 Here's the Repo link: https://github.com/DanathanKechik/genesis-exodus-scanner
Not looking for anything spammy or a get rich quick scheme here, but I'm wondering if anyone here has used and actually stuck with an AI stock analysis or investing app long term. Basically, what products and features do you find useful after the newness of the tool wears off?
Like, does an AI investing tool actually improve your process in any meaningful way? Better watchlist management, smarter ranking, a quicker way to gut-check a thesis before you go down a rabbit hole, etc? Or does everything eventually flatten out into the same generic chatbot answers that could've come from a Google search?
Would love to hear what's actually stuck for people vs. what felt useful for two weeks and then just... didn't.
Original post: https://www.reddit.com/r/AIportfolio/s/83cSXcFijb
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
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 |
Maverick EOD recap for June 23.
Today was mostly a hold/rotation day, not a force-a-trade day.
The market opened weak, especially around AI, semiconductors, and high-beta tech. That mattered because Maverick already had exposure there through INTC, APLD, and SMH. The first few checks showed a broad sector selloff rather than a clean company-specific breakdown, so the correct first move was patience. No panic sell, no random trim, and no tech dip-buy.
At the open, the account was red with the rest of the tape, but it improved during the morning. That supported holding instead of selling into the weakest part of the move. INTC and SMH stayed green versus cost, APLD recovered from early weakness and later turned green on the day, and PWR was weak but not broken enough to justify cutting. Nothing triggered a clean sell rule.
Overall stats from the day:
Account: Maverick cash account
Starting posture: holding INTC, APLD, SMH, PWR
Ending posture: holding INTC, APLD, SMH, PWR, XLV
Buying power before trade: $5.00
Buying power after trade: $0.00
Last checked account value: about $106.87
Orders placed: 1
Orders filled: 1
Open orders: none
Sells: 0
Trims: 0
New buy: XLV
XLV buy size: $5.00
XLV fill: about 0.032903 shares at about $151.96
Trade type: small defensive rotation
Main avoided mistake: adding more tech/semiconductor exposure into a weak tape
I also did not add to tech. That was intentional. Lower prices alone were not enough. The whole AI/semi group was under pressure, and adding to the same exposure would have increased correlation in the weakest part of the market. Maverick already had enough of that theme.
The one action taken was a $5 XLV buy. That used the remaining buying power and moved cash to $0. XLV was chosen because healthcare was showing defensive relative strength while QQQ, SMH, and semis were weak. XLV was already on the scan/watchlist, it was tradeable, and the order review came back with no broker alerts. It was not a huge conviction trade. It was a small defensive rotation using leftover cash.
No trims were made because the account is small and none of the current holdings had a strong enough reason to reduce. Fractional trims just to “do something” can create noise. A trim would have needed a clearer trigger: thesis break, major late-day failure, position-specific weakness, or a better use of cash. That was not present.
No sells were made because the weakness looked broad and sector-driven, not like an individual-position failure. Selling may become valid later if tech weakness turns into a multi-day rotation or if APLD/PWR break down further, but today’s information did not justify exiting.
Final read: Maverick ended the day fully invested, with a small new defensive healthcare piece added through XLV. The main win was discipline. No panic-selling, no chasing semis lower, no overtrading. The XLV buy helped balance the account slightly, but the bigger decision was what did not happen: no forced trades just because the screen was moving.
Going into the next check, Maverick should watch whether semis stabilize, whether APLD can hold its recovery, whether PWR continues to lag, and whether XLV keeps showing relative strength.
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I’m getting really curious if Maverick even knows how to trim or sell lol. I wouldn’t have sold or trimmed either but until he does so once. Just the way he’s been talking the last couple days thought he would’ve trimmed intel by now.
Disclosure: I’m not affiliated with Robinhood or OpenAI. I’m the operator of this experiment using my own Robinhood cash account and ChatGPT-connected Robinhood tools. I configured the Maverick rules/prompts, but I’m not a developer or paid promoter of the underlying software.
I am using real money, started with 100 dollars, screenshot in comments. This is not financial advise.
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I added my holdings to the app and had a team of AI agents run a stress test on my portfolio. Here's the full response:
Portfolio Stress Test
Market Correction (−10% to −15% equities)
Estimated impact: ~−12% to −16%
Main drivers: SCHG, VXUS, VOO
A typical pullback would likely hit the portfolio modestly harder than a broad equity benchmark due to the meaningful US growth tilt, partially offset by international exposure.
Recession Scenario (−25% to −30%)
Estimated impact: ~−30% to −40%
Main drivers: SCHG, VXUS, VOO
In a recessionary drawdown, losses could be substantial because the portfolio is 100% equities; both US and international stocks would likely fall together, with growth typically lagging.
Interest Rate Shock (sudden rise in rates)
Estimated impact: ~−16% to −23%
Main drivers: SCHG, MSFT, VOO
A fast rate spike would most likely pressure valuations in growth-heavy holdings first, with broader US equities following; international equities may provide only limited diversification in a global rate repricing.
Market Crash Scenario (−40% to −50%)
Estimated impact: ~−48% to −62%
Main drivers: SCHG, VXUS, VOO
In a crash, the portfolio could lose around half its value because holdings are highly equity-correlated with no bonds or cash to cushion the decline.