Diary 2025-05-03

I was going to put together some information yesterday, but I got caught up in the development.

I need to organize my information today.

I switched the chit-chat as well.

Let's have lunch.

I was thinking of walking to the next station, but it's already 2pm.

I told o3 to make about 2 million because if the cash to assets ratio was less than 1%, I was about to short the stone.

o3.icon

Organizing "Japanese Stocks to Sell

Concentrated positions to be reduced: reduce excess by no more than 3% of total assets in any one stock

Overvalued or undervalued stocks (unrealized gains): xxx, yyy, zzz (+401 %) and others with higher valuations

Candidate for loss: aaa... and others that can be tax deductible at a loss.

Visualization of tax value and AA after rebalancing on a sheet if needed (on request)

It's useful to give advice on the level of how many shares of a specific stock to sell as a summary! I'll follow that! I thought it was a holiday, but it was a holiday.

I used to enjoy playing the game, but now it's too much of a hassle and I want the AI to buy and sell everything, and I'm still waiting for a brokerage firm that I can connect with on MCP.

By the way, for an AI to make the right decisions, it needs to put all the information in properly.

The outcome also depends on the human perception of what is considered "everything".

For example, information on how much they are paid per year in Japan, where the risk of dismissal is low.

Overwhelmingly stable compared to stock price movements

I have life insurance to take care of my wife's needs in the event of my sudden death.

This is invested in dollar-denominated bonds.

Limited timing of withdrawals compared to regular bond purchases.

Targets that should be taken into account when considering the "funds should be allocated to stable financial instruments for retirement savings" argument.

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