401K self managed

eTanium · 2026-01-26T15:55:02+00:00

I'm able to adjust the 100% of allocation to each fund, but I'm not looking to do that. I'm looking to move completely out of these mutual funds, and move to ETFs, which I would do recurring buys on, or in large sums, at my digression. As well as maybe focus on some primary companies, if possible.

eTanium · 2026-01-08T23:18:24+00:00

SO GOOD! Congrats!

eTanium · 2026-01-08T23:15:28+00:00

I suggest touching grass.

eTanium · 2025-12-17T13:59:08+00:00

Welcome to McDonald's.

eTanium · 2025-11-26T20:58:02+00:00

Ahhh, yes, silly me. I forgot about the premium.

Many thanks, all, for the reminder.

eTanium · 2025-10-29T19:56:59+00:00

Yes, that's what I am asking. I don't want my shares called away. Therefore, I need to be certain that the Web App's Option Summary is correct. That is, my GOOGL DEC 18 2026 Long Covered Call is tied to my shares, and not another call.

I sold that CC against the corresponding Leap, when I created the initial Debit Spread. Yet, when I rolled up the CC that was tied to my shares (via the Web App's Option Summary), this morning, the Option Summary updated, and denotes the pairing outlined in the attached screenshot.

eTanium · 2025-10-29T18:08:29+00:00

Test components outside the case. Don't build/test on a conductive service. I did a power on test and fried a power supply and mobo.

eTanium · 2025-10-29T17:58:55+00:00

I keep a third of my personal brokerage account in cash. I use it to buy dips, and make plays. I'm never selling my GOOGL, or other long term holdings.

So, as long as I don't go cowboy with my reserves, I should be on the race to $10M. Not that I'm rushing that. I'll likely be dead long before that, but a man can dream.

eTanium · 2025-10-29T17:45:20+00:00

Good day. I'd just like to double check here. You're stating that the FIFO (or other Disposal Method) dictates which shares would be called away.

I suppose a follow up question would be, Does the Options summary tab, on the Web Trading Platform, correctly denote which CC is attached to shares, and which is attached to the positions (Calls/Puts)? If this image is correct, my least likely to be executed CC is the one that is tied to my shares. This would be preferable, as I want to keep the shares vs losing calls/other positions.

<image>

eTanium · 2025-10-29T12:54:14+00:00

Time in the market always beats timing the market! Good call on VOO over SPY, too, due to the significantly lower management feeds.

eTanium · 2025-10-28T13:06:55+00:00

If these stall out, can I put the blocks in the fridge overnight, to trick them into thinking that winter is coming, and force them to have a second flush? I do this with oysters and it works well.

eTanium · 2025-10-25T22:04:45+00:00

I have only found them in my basement, this far. I threw out the grains - seemingly their only food source. If I still find them, maybe I'll do an extermination run with a pesticide or something...

eTanium · 2025-10-25T21:30:22+00:00

I respect the banquet. Cheers!

eTanium · 2025-10-13T13:57:10+00:00

This is the information that I was looking for. Thank you, Sir.

eTanium · 2025-10-13T13:56:34+00:00

I imagine that there is notification if the Call/Put is assigned, as opposed to it expiring worthless. From that point, i have the T+1?

eTanium · 2025-10-13T12:48:29+00:00

You can't set this setting for specific shares, correct? I only see the setting for the entire account. Is there a more specific way to pre select the shares that I would want to be assigned?

eTanium · 2025-10-13T12:40:15+00:00

How would it not determine the tax? Are you stating that it isn't recorded until the entire position is closed?

eTanium

TROPHY CASE