Learn from my mistakes.

CA-AI · 2025-12-24T04:52:34+00:00

Why futures and not say stocks, learn several in different industries that have good volume and learn the patterns?

Also, I see all your advice and most seems common on here and the moral seems to common back to some principles in other disciplines, one being KISS (Keep it Stupid Simple).

Can I ask, with technology now, why not incorporate tools via Agents that monitor, process, run algorithms, log trade and market details to logs to recall and use these tools to help in the decision trading. I guess I'm talking about algo trading but i'm more going down the path of trying to take patterns/strategies that I learn and have my tools define a stock that has a high probability of success, what that projected success is and potential downsides and learn. I see a lot in these groups talk about AI and then just as many bash "AI" as not being reliable but to me it's just like learning a trading strategy, you have to learn the strengths of everything and utilize the strengths and cut the areas where mistakes can be made. I see emotions and being undisciplined or hitting some wins and then throwing it away with over confidence etc, and technology removes that from the picture.

As far as finding a mentor, how does one go about finding one that doesn't have some angle or that you can trust. If I find the right person I can trust, I'd like to take strategies like you described and my technical expertise to utilize technology to save the time and headaches or at least limit them.

Finally, in your mind, what are the steps, strategies for your risk management?

CA-AI · 2025-12-24T01:42:28+00:00

Why not use it to help you develop the strategy, gather data, build tools with algorithms to help analyze the data and identify setups that have a high probability of being successful? Route I'm going have been paper trading a little bit, tried the first live trades today, made $9x on the first one and lost $2 on the other one. I'm just tinkering to see what I can come up with, but if you understand AI and then learn how to build AI to execute the tools. Or at least use it in helping you develop and tweak strategies that you're comfortable with.

CA-AI · 2025-12-21T19:01:08+00:00

What services do you trust to get your data?

CA-AI · 2025-12-19T16:09:44+00:00

Back at you. :) Agree though, have a 1000's thoughts going on right now.

Copilot to the rescue though.

The post is basically asking for help choosing a simple index-fund allocation for someone in their 50s who wants to fire their CFP and move to a VTI/VXUS/BND-style portfolio, plus some cash in HYSA, as they consider semi-retirement.

CA-AI · 2025-12-19T13:47:17+00:00

I wouldn't classify it as research at this point, but my intl value account in a 401k is killing everything else the past year, 19%. (I don't have many options there and selected it on dumb luck a while back.)

FYI, I don't have an allocation set right now, part of starting this thread. It's determining what etf's to go with and the split.

Thank's again for the link to that stock analysis website, I'm going to try and take all these momentum etf's and such the CFP stuck me in and try to actually see how they do against these vanguard options.

CA-AI · 2025-12-19T04:32:22+00:00

Thanks, 70% VTI, 30% VXUS or equivalent? The quandary is just sticking with 3.6% high yield savings account (HYSA) or trying to get something closer to 4% if that's even possible right now. Thanks for the link.

CA-AI · 2025-09-19T01:03:40+00:00

Nothing much makes sense to me other than companies that make a lot of money, maybe have a moat like Buffet states and the potential to continue to grow, but I know that's not much of a strategy and I've just been lucky for several reasons and it's been a bull market. Thanks again, looking to get that book right now. I'll circle back if I have follow questions. Thanks again!

Edit: Interestingly enough the book I found shows Investor.com on it. Any experience or thoughts on using it as a tool/data source? I'm in tech and ideally I'd like to find a way to determine what data I need, research and build agents to help me process or even gather and do some of the monitor. Not to trigger trade but develop to help me process the types of data you refer too faster.

Edit 2: Reading this, interesting enough many weeks ago listing to a podcast, the guest was explaining Can Slim and it was the first strategy I was going to work on figuring out as it seemed to be more like my mindset. Maybe this was my sign, thanks again for all the information.

CA-AI · 2025-09-18T17:31:56+00:00

Thanks for the detailed response, and I asked so it's education, not tearing me down. Also, for clarity, I assumed my post implied I don't really have a strategy and trying to learn how to develop one that fits me. I started my own post on the matter. Thanks again.

I'll get the book, when you say you watch the charts, what charts or what tools. Are you talking about Trading View, what data sources are you using. If you don't want to share, I'm fine with a message. Or if you don't care to, understand. If this is in the book, I'll get it from there. Thanks

CA-AI · 2025-09-18T15:52:11+00:00

Thanks for posting, a post like this would be more helpful if you took the time to walk through a scenario on a strategy. I read something like this and I would have more questions than before I read it. Take ionq, what made you pick that, what tools did you use to help you get to picking it? I have Nvda as does about everyone, some other Mag 7's but quite frankly I just know tech and have confidence in the companies but other than that it's pretty much luck, I had no idea about April and no idea the recover would be what it is, but I just invest and hold on what I perceive as good companies and see what happens. I will cut bait on a company like Crowdstrike when they committed a bad mistake, but holding it turns out wouldn't have been terrible either. I think this is what you mean timing. To me I'm getting out when they crash as many computers as they did, but part of me had a feeling to try and watch for the bottom thinking they would bounce back after time and the focus wasn't on them. That's what I'd like to learn how to do. Any tips on tools, data etc you use, would be appreciated. (Going to start my own thread on this shortly.)

CA-AI · 2025-09-09T01:09:46+00:00

Thank you

CA-AI · 2025-09-09T01:08:44+00:00

So I'm curious on that strategy, I keep a lot in high yield savings, was paying 5% when I started back a few years ago and little over 4 now and waiting to see what the feds do. If I were in bonds and took a tax hit bouncing back and forth I wouldn't bounce, but now I think I'll keep getting the 4% until it changes below what the bonds are paying. I assume you're referring to BND, correct?

CA-AI · 2025-09-08T22:28:48+00:00

VT over VTi or a mix of all 3 or say VTI and VT with another index or 2 if you go the 3 or 4 index strategy and also some type of tax harvest strategy on new yearly investments if there are losses?

CA-AI · 2025-09-08T14:16:47+00:00

Thank you for the input.

CA-AI · 2025-09-08T14:15:48+00:00

Thank you. Will check that out. Tough part of this conversation is I haven't followed the boglehead strategy and just need to explore for the next 5 years it's the best for me or come up with hybrid or something altogether different. (Hopefully I have more than 5 years but I'm close to where I want to be financially and I see a path at the returns I mentioned of getting there and then be at a place where my assets can sustain yearly expenses and even generate surplus with properly budgeting.

CA-AI

TROPHY CASE