📈 My Net Worth Journey 🚀
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Last Update: 2025/12
Investments & Finance
November 2025 Market Outlook: Year-End Positioning and Strategic Opportunities
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As we approach year-end, November 2025 presents unique opportunities and challenges for investors. Here’s your comprehensive guide to navigating the final months of 2025 and positioning for 2026.
Political Turmoil & Market Volatility: Investment Strategy for Uncertain Times
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Political shockwaves from FBI indictments to DOJ controversies are rattling markets. Here’s your comprehensive guide to navigating political volatility and turning uncertainty into opportunity.
October 2025 Market Outlook: Hidden Opportunities in Market Corrections
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Markets are down, volatility is up, but opportunity is everywhere. Your comprehensive guide to navigating October 2025’s market landscape and finding hidden gems in the chaos.
My Portfolio vs S&P 500: Extended Performance Analysis
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I’ve been tracking my personal stock portfolio performance against the S&P 500 benchmark from August through September 2025. With my portfolio heavily allocated to technology stocks, market conditions have been volatile with some interesting recovery patterns. Here’s an extended analysis of how my investment strategy performed relative to the broader market over this two-month period.
🔄 How to Rebalance When You Have Large Capital Gains in a Single Stock 💰
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This post explores strategies for rebalancing concentrated stock positions that have accumulated large capital gains, a common challenge for long-term investors.
Weekly Market Watch: Navigating the Markets for August 25, 2025
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As we step into the last week of August 2025, the financial markets are buzzing with activity. Here’s a deep dive into the key trends and actionable insights to help you navigate the week ahead.
🎁 Gift Tax Strategies: The Legal Way to Handle Capital Gains
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Ever wondered if there’s a legal way to avoid capital gains taxes? Spoiler alert: there is! Let’s explore the fascinating world of gift tax strategies and how they can help you manage concentrated positions with large unrealized gains.
The Race for Fed Chair: Trump’s 11 Candidates to Lead America’s Central Bank
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With Jerome Powell’s term as Federal Reserve Chair set to expire in May 2026, President Trump is considering an extensive list of candidates to lead America’s central bank. According to recent reports, the administration is evaluating 11 potential nominees through a deliberative process led by Treasury Secretary Scott Bessent. 💼
Tariffs, Jobs Revisions, and a Likely September Rate Cut: A 2025 Playbook for Investors
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How tariffs, BLS jobs revisions, and a potential Sep 2025 rate cut shape a practical portfolio playbook.
🏦 2024 Credit Card Cashback Calendar 💳
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2024 Quarterly Calendar 
From Headlines to Holdings: A Practical Guide to Using News in Your Investment Strategy
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Learn how to cut through the noise of financial news and use real-time information to make smarter, more confident investment decisions. This is how our platform helps you stay ahead.
🚗 Car Payment Is The Biggest Reason That Keeps You Poor 💸
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I will do the math here to show how to lose 143% in investiment return in just 6 years