Investing as a Writer

Chronicling a new experiment, seeking the financial freedom to live the writer's life.

Dec 14, 2025

My Experiment with the Market: Investing as a Writer

DAY 34: 2/20/2026
Today: Method: -0.29%; S&P: +0.69%

Total: Method: 5.32%; S&P: 0.93%

DAY 33: 2/19/2026
Today: Method: +0.01%; S&P: -0.28%

Total: Method: 5.63%; S&P: 0.24%

DAY 32: 2/18/2026
Today: Method: +0.26%; S&P: +0.56%

Total: Method: 5.62%; S&P: 0.52%

DAY 31: 2/17/2026
Today: Method: +0.09%; S&P: +0.10%

Total: Method: 5.34%; S&P: -0.03%

DAY 30: 2/13/2026
Today: Method: -0.23%; S&P: +0.05%

Total: Method: 5.25%; S&P: -0.14%

2/12: My numbers have been skewed the last couple of days because I’m buying in after hours. I have to remember to record my numbers at closing. I’m also selling heavily and will try to get records caught up this weekend.

DAY 29: 2/12/2026
Today: Method: 0.25%; S&P: -1.57%

Total: Method: 5.48%; S&P: -0.17%

DAY 28: 2/11/2026
Today: Method: 0.24%; S&P: 0.00%

Total: Method: 5.23%; S&P: 1.41%

DAY 27: 2/10/2026
Today: Method: -0.78%; S&P: -0.33%

Total: Method: 4.99%; S&P: 1.41%

DAY 26: 2/9/2026
Today: Method: 0.06%; S&P: 0.47%

Total: Method: 5.82%; S&P: 1.74%

Disclaimer: The information provided in this material is for educational and informational purposes only and should not be construed as financial advice. I am not a licensed financial advisor, and nothing contained herein constitutes a recommendation to buy, sell, or hold any security or investment. Investing in stocks involves risk, including the potential loss of principal. Before making any investment decisions, you should conduct your own research and consult with a qualified financial professional who can assess your individual circumstances, financial situation, and investment objectives.

CURRENT METHOD RESULTS

2/20 RESULTS

Breakout Potential
NVDA
XHB
PHM
TOL
TMHC
AVGO
GOOG
MU
W
EBAY
AMZN
ETSY

Method Picks
COHR
CIEN
LITE
GOOG
KLAC
NVDA
MELI

VALE
SCCO
FCX

2/19 RESULTS

Breakout Potential
PHM
IBRX
GLBE
GE
AMAT
WDC

Method Picks
LITE
RKLB
SPOT
MRVL
META
ORCL
AVGO
AMZN
GOOG
HII
XOM
JPM
WMT
BA

2/18 RESULTS

RKLB
PINS
MU
WDC
UBER
CRM
NOW
TEAM
PLTR
RTX
LIN
VALE
MO
V
MRK

2/17 RESULTS

Of interest: LUV and CRWD

Method Results:
Tech stocks
LITE
VRT
AAPL
ARM
NVDA
Diversified
KO
VXUS
Rotation Stocks
BE
RTX
CNC
ISRG
STLD

Method Negative Stocks:
META

2/13 RESULTS

Potential Breakout stocks with my desired entry price.
RARE (above $21.20)
VOYG (above $26.80)
CAPR (above $23.30)
ADMA (above $16.50)
TXG (above $18.50)

I’m also looking at:

XMTR, KTOS, NTNX, PGNY, OLMA, and CAPR

2/12 RESULTS

PSIX, STX, ISSC

2/11 RESULTS

ELS, VKTK, CGNX, MH

Will set boundaries of -1% and +3.3% for the sell.

2/10 RESULTS

PANW, AKAM, VRT, KC

Will set boundaries of -1% and +3.3% for the sell.

2/9 RESULTS

Stocks I’m Interested in Tomorrow
(Crossing out the ones I’m fully invested in)

~~PLTR~~
~~CEG~~
~~ORCL~~
~~HOOD~~
~~AVGO~~
~~XYZ~~

Also a consideration:
SNOW, PANW, VRT, CRWD, NOW, MSFT, DDOG, ~~TSM~~, ZS, CRM, ~~NET~~
SHOP, PYPL, ~~LITE~~

Watch for possible new buy trigger:
FLNC, INTC, CLW, LBRT, NAT, IROQ, PFX, DUOL, TME
If I invest in any of these, it will be INTC and CLW, but this is an unproven strategy and included for testing purposes.

— Thaddeus Thomas

INVESTING AS A WRITER: SUPPLEMENTARY PAGES

Wash Sales, IRA's, and Taxable Accounts

Thaddeus Thomas

December 25, 2025

Read full story

My Efforts with the Method

Barring any prohibitive incident, each evening the market is open, I’ll post my buys for the next day. On weekends and holidays, when we have more time before the start of the next trading day, the post may come later.

DIVERSIFICATION: To prepare for a downturn while still seeking growth, I’ve chosen to place the majority of the account in growth stocks but split the rest among bonds, Forex, commodities, cryptocurrencies, and real estate. There are many stocks in some of these categories but a reduced investment in each stock.

DIVIDEND STOCKS: Unlike growth, the stocks in this section are a long-term hold. They’ll change with the new year. For 2026, they are: NLY, NKE, KO, MRK, and PG.

INVESTING AS A WRITER: 1/2/2026 - 12/31/2026

MY PORTFOLIO

DIVERSIFIED HOLDINGS

VALUE
MGV

SMALLCAP
IJR

BONDS
BNDW

PRECIOUS-METAL RELATED
WPM
NEM
CMCL
AU
HBM
KGC

PRECIOUS-METALS
PLTM
SIVR
GLD

OTHER COMMODITIES
DBA
DBB
BCI

CRYPTO
none at this time

REAL ESTATE ETFs
XLRE
VNQI

FINANCIAL
JPM
V
CB
AXP

AEROSPACE and DEFENSE
XAR

CONSUMER STAPLES
XLP

HEALTHCARE
XLV

INTERNATIONAL
VXUS

DIVIDEND STOCKS
NLY
NKE
KO
MRK
PG

METHOD STOCKS

2/9 RESULTS

Stocks I’m Interested in Tomorrow
(Crossing out the ones I’m fully invested in)

~~PLTR~~
~~CEG~~
~~ORCL~~
~~HOOD~~
~~AVGO~~
~~XYZ~~

Also a consideration:
SNOW, PANW, VRT, CRWD, NOW, MSFT, DDOG, ~~TSM~~, ZS, CRM, ~~NET~~
SHOP, PYPL, Q, ~~LITE~~, ~~AMD~~, ~~MRVL~~

— Thaddeus Thomas

Gains and losses reflect the entire portfolio.
Total: Method: 5.82%; S&P: 1.74%

Days I beat the S&P: 15 out of 26.
Ties: 1

Daily Comparison

DAY 26: 2/9/2026: Method: 0.06%; S&P: 0.47%
DAY 25: 2/6/2026: Method: 2.94%; S&P: 1.97%
DAY 24: 2/5/2026: Method: -1.67%; S&P: -1.23%
DAY 23: 2/4/2026: Method: -1.15%; S&P: -0.51%
DAY 22: 2/3/2026: Method: 66%; S&P: -84%
DAY 21: 2/2/2026: Method: 23%; S&P: 54%
DAY 20: 1/30/2026: Method: -3.94%; S&P: -0.43%
DAY 19: 1/29/2026: Method: -0.55%; S&P: -0.13%
DAY 18: 1/28/2026: Method: 0.93%; S&P: 0.41%
DAY 17: 1/27/2026: Method: 0.41%; S&P: 0.41%
DAY 16: 1/26/2026: Method: 0.06%; S&P: 0.50%
DAY 15: 1/23/2026: Method: 0.16%; S&P: 0.03%
DAY 14: 1/22/2026: Method: 0.23%; S&P: 0.55%
DAY 13: 1/21/2026: Method: 1.75%; S&P: 1.16%
DAY 12: 1/20/2026: Method: -0.87%; S&P: -2.06%
DAY 11: 1/16/2026: Method: 0.64%; S&P: -0.06%
DAY 10: 1/15/2026: Method: -0.19%; S&P: +0.26%
DAY 9: 1/14/2026: Method: -0.03%; S&P: -0.53%
DAY 8: 1/13/2026: Method: +0.08%; S&P: -0.19%
DAY 7: 1/12/2026: Method: +1.01%; S&P: +0.16%
DAY 6: 1/9/2026: Method: +0.93%; S&P: +0.65%
DAY 5: 1/8/2026: Method: +0.29%; S&P: +0.01%
DAY 4: 1/7/2026: Method: -0.51%; S&P: -0.34%|
DAY 3: 1/6/2026: Method: +0.81%; S&P: +0.62%
DAY 2: 1/5/2026: Method: +1.49%; S&P: +0.64%
DAY 1: 1/2/2026 Method: +1.48%; S&P: +0.19%

DAY 26: 2/9/2026
Today: Method: 0.06%; S&P: 0.47%

Total: Method: 5.82%; S&P: 1.74%

DAY 25: 2/6/2026
Today: Method: 2.94%; S&P: 1.97%

Total: Method: 5.75%; S&P: 1.27%

2/6 RESULTS

Experimental Results

I’m watching these stocks, and the experiment relates to ranking them:
1 HOOD
2 PLTR
3 COIN
4 MRVL
5 ORCL
6 CEG
7 AVGO
8 AMD
9 MU
10 XYZ
11 ADSK
11 LRCX
13 NVDA
14 SNDK

I still have to watch for pullbacks.

High Target Method Picks

HOOD, AMD, COIN, AVGO, CEG, CEG, ORCL, ADSK

Stocks thought as candidates to continue today’s rally:
NVDA, KLAC, LRCX, AMD, AVGO, MRVL, ASML, PLTR, ORCL

Method picks:
AMD, AVGO, BA, DBB, GEV, GS, LITE, MRVL, NET, NLY, SNDK, TSM, VXUS, WDC

Consistent interest:
AMD, LITE, MRVL

Few shares currently owned:
WDC, BA, SNDK, GEV, GS, VXUS,
LRCX

Not owned:
PLTR, ORCL

Additional Buy Signals:

PANW, IONQ, RGTI, RKLB, INTC
LLY, MOH, BSX, FCX, NVO

— Thaddeus Thomas

DAY 24: 2/5/2026
Today: Method: -1.67%; S&P: -1.23%

Total: Method: 2.73%; S&P: -0.69%

2/5 RESULTS

Stocks Showing Buy Signals

EQIX
AMGN
AAPL
FTNT
BSX
KO
JNJ
PEP
UNP
HON
XLRE
MPWR
WDH
BILL

Stocks Showing Sell Signals

UNH
ELV

— Thaddeus Thomas

DAY 23: 2/4/2026
Today: Method: -1.15%; S&P: -0.51%

Total: Method: 4.48%; S&P: 0.54%

2/4 RESULTS

Stocks Showing Sell Signals

Early
ARM
GOOG
MSFT
NXPI

Opening at Latest
AMD
ADBE
ANET
LITE
MU
NOW
NVDA
PLTR
SNDK
STX
TSM

Missed these last night:

AMZN
META
CRM
ADSK

Also, I placed a sell on 50% of all precious-metal related properties.

Stocks Showing Buy Signals

Late Day or After Hours
(Same as Opening Sell List)
AMD
ADBE
ANET
LITE
MU
NOW
NVDA
PLTR
SNDK
STX
TSM

Also (Late Only):
RKLB
LRCX
WDC
AMAT
SPOT
PINS
ASML
VRT
KLAC
MRVL
CSCO
MELI
IBM
INTC

Other all-day Possibilities: BIL is a cash alternative. XLU is a defensive play in utilities. VXUS, I own, but I want to increase my international exposure.

— Thaddeus Thomas

DAY 22: 2/3/2026
Today: Method: 66%; S&P: -84%

Total: Method: 5.65%; S&P: 1.06%

Stocks Showing Sell Signals

Text within this block will maintain its original spacing when published

Symbol 	Current Price / Limit Sell / Stop-Loss Trigger

ALAB	$158.52	$189.80	$146.75	
Sell 50/100%. Target aligns with mid-term resistance; stop below recent pivot lows.

JPM	$314.77	$337.25	$296.50	
Target near analyst upside; stop below psychological $300 support.

V	$328.89	$358.60	$321.50	
Target near prior highs; stop below 30-day moving average.

WPM	$145.42	$174.50	$135.25	
Targeted sell at 20% upside; stop below recent weekly support.

PLTM	$21.40	$27.70	$19.35	
Stop set 10% below current price to manage small-cap ETF risk.

Winners

CSCO
STX

Watch

RKLB watch earnings report on the 26th

Stocks / ETFs Showing Buy Signals

XLU Limit: 42; Stop Loss: 40.50
MCHP Limit: 74.50; Stop Loss: 70.50
BIL Limit: 91.35
VXUS Limit: 78.80; Stop Loss: 77
XOM Limit: 138.50; Stop Loss: 133.50
CVX Limit: 169.50; Stop Loss:164
COST Limit: 940; Stop Loss: 918

Buy on the Dip Possibilities

SPOT Limit: 465; Stop Loss: 449
IBM Limit: 284.50; Stop Loss: 274.50

Note: BIL is a cash alternative. XLU is a defensive play in utilities. VXUS, I own, but I want to increase my international exposure.

— Thaddeus Thomas

DAY 21: 2/2/2026
Today: Method: 23%; S&P: 54%

Total: Method: 4.95%; S&P: 1.91%

No scores. They obscure rather than reveal. The stocks listed finished with bids at or above their closing costs and had short interest below 9% (if applicable) and ratings of Bullish or Neutral (if rated). The symbols indicate which stocks lost money today, have short interest above 5%, or have neutral ratings. Approx. 175 stocks are reviewed daily. 50 from stocks that are being rotated into, as money moved away from tech. 50 from the “magificent 50” tech growth stocks. 50 from “hail mary” stocks that are risky but could hit big this year. And 27 from my Diversified portfolio picks. (There will be some overlap.)

Symbols: “-” lost money today; “7.59%” short interest above 5%; “N” Neutral Rating

NEW ROTATION STOCKS:

RTX
JPM N
MA N
LLY
BX - N
V N
CAT N
MRK
BSX - N
FDX
ETN N
NEM
GS
FCX N
GEV N
STLD N
WLDN 7.59% N
ALB - 8.27% N

MAGIFICENT 50

ASML
TSM
MSFT - N
AMZN
GOOG
NVDA -
AVGO - N
ANET - N
CSCO N
CRM - N
IBM N
PLTR N
KLAC -
AMD N
MU
LRCX
VRT
INTC
FTNT N
MRVL - N
STX 5.75% N
RKLB - 7.39%

HAIL MARY

ARMN
ALM
USAS -
TALK
DOCS - 6.28%
EVLV - 6.46%
BULL - 8.29%

DIVERSIFIED

VXUS
WPM
JPM N
IJR
AU
XAR -
V N
MRK
SIVR -
AXP N
NLY -
IBIT -
CMCL
NEM
GLD -

I asked the AI which of these have bullish technical indicators and these are the picks:

RTX (buy)
CAT (strong buy)
ETN N (buy: bullish to stable)

(Sell JPM, LLY, V)

CSCO N (strong buy)
ASML (strong buy)
GOOG (buy)
TSM (buy)

(NVDA: short-term sell; MSFT: neutral consolidation; ANET: short-term neutral)

ARMN (buy)
TALK (mild recovery momentum)

(EVLV: strong sell; BULL: testing 52-week low; DOCS: bearish, near 52-week low)

MRK
AU
IJR
VXUS

(JPM: sell or hold; V: bearish; Precious Metals (GLD, SIVR, WPM): These assets are currently experiencing a Selloff. Silver (SIVR) plunged 3.91% today, while Wheaton Precious Metals (WPM) and Gold (GLD) are facing profit-taking pressure following record highs in January. Technical indicators like the MACD have turned negative in the short term.)

My Buy List:

RTX
CAT
ETN
CSCO
ASML
TSM (1 more share)
ARMN
TALK
MRK
AU
IJR
VXUS

My Sell List:

IBIT
HOOD
RKLB
NEM (unless it can clear $116) Stop Loss $110
WPM (unless it can clear $136) Stop Loss $129

— Thaddeus Thomas

DAY 20: 1/30/2026
Today: Method: -3.94%; S&P: -0.43%

Total: Method: 4.66%; S&P: 1.36%

1/30 WEEKEND SCORES

Immediate Buy Potential

Showing short and long bullish indicators.

ASML 4.17
TSM 3.51
AMZN 2.26
LLY 1.88
GOOG 1.71
RTX 1.69
NVDA 1.56
KKR 1.03
CVX 0.88
MRK 0.82
AMAT 0.68
FDX 0.68
COST 0.67
MU 0.62
NVO 0.60
NEM 0.59
VRT 0.57
KLAC 0.53
LRCX 0.52
NTR 0.48

High Rated with Bullish Short Technicals

Owned:

HBM
LRCX
AU
HAL
RMBS
TXN
MRK
TSM
B
WPM
NLY
NEM
CB
KGC
NVDA
LMT
VZ

Not owned:

Diversified Buys

NLY
VXUS (rated a hold)
IBIT (volitile)

WPM
AU
SIVR
NEM
GLD
PLTM

Buy-on-the-Dip Potential

Showing long bullish indicators.

ARM 2.88 Entry: 93.66 Stop Loss: 88

Immediate Sell

STOK
SCCO
WGMI
XLP
NBIS
ASTS
LITE
CRWV
INOD
SATL
PATH
CDE

Sell to Revamp Diversified Portfolio

FOXY
DBA
DBB
IUSG

— Thaddeus Thomas

DAY 20: 1/30/2026
Today: Method: -3.94%; S&P: -0.43%

Total: Method: 4.66%; S&P: 1.36%

DAY 19: 1/29/2026
Today: Method: -0.55%; S&P: -0.13%

Total: Method: 8.95%; S&P: 1.80%

HOLD

UP
GOOG
SNDK
LRCX
META
NVDA
STX
HAL
TSM
LITE
NOW
ASTS
GEV
MSFT
INOD
PLTR
CLS
RMBS

DOWN
ANET
BABA
AMD
CELC
ALAB
RKLB
NBIS
SATL
HOOD
CRWV
APLD
LMT
TXN

SELL NOW

none right now

SELL NEAR

none right now

BUY NOW

STRONG
WLDN
FCX
CEF
KO

NEUTRAL
VZ
NVT
ALHC

OTHERS
GCO
FIHL

NEGATIVE HITS
STRONG
CRWV
HOOD
MSFT
SNOW

MIXED
BABA
NEM
KGC
CDE

RISKY
PATH
FUTU
CPNG
CLS

OTHERS
B
RMBS
STOK
HBM
SIL
BE
HMY

BUY NEAR

These will need to be reset. I had to cancel today.
LRCX near $213.42 ($213.95)
CRWV near $86 ($86.22)
BNAI near $8.29 ($8.31) hard fall play
ORCL near $171.24 ($174)
CRWD near $445–$455 ($451.13)
AAPL near $210-$220 ($215.54)
SNPS near $410-$440 ($426.0)
GLW near $86 ($86.22)

DAY 18: 1/28/2026
Today: Method: 0.93%; S&P: 0.41%

Total: Method: 9.56%; S&P: 1.94%

HOLD

META
AMD
ELMD
NOW
SNDK
BABA
STX
ANET
HAL
CELC
CRWV
MSFT
LRCX
TSM
GOOG
NVDA

SELL NOW

All of these I sold today.
AEVA
GDEV
GLW
KRKNF
ORCL
RBRK

Potential Sells
LRCX (Grab gap up and go)
CRWV (Grab gap up and go)

SELL NEAR

none right now

BUY NOW

All of these I bought tonight.
AUST (minimum, experimental play)
TSM
LRCX
CRWV
NOW

BUY NEAR

WDC near $248 ($248.62)
MU near $401.08 ($402.09)
LRCX near $213.42 ($213.95)
CRWV near $86 ($86.22)
BNAI near $8.29 ($8.31) hard fall play

GOOG near $326.40-$327.83 ($327.23)
ORCL near $171.24 ($174)
CRWD near $445–$455 ($451.13)
AAPL near $210-$220 ($215.54)
SNPS near $410-$440 ($426.0)
GLW near $86 ($86.22)

— Thaddeus Thomas

DAY 17: 1/27/2026
Today: Method: 0.41%; S&P: 0.41%

Total: Method: 8.55%; S&P: 1.94%

SELL POTENTIAL
1.2 ELMD 23
ORCL
RBRK

DAY 16: 1/26/2026
Today: Method: 0.06%; S&P: 0.50%

Total: Method: 8.09%; S&P: 1.53%

METHOD STOCKS

I made changes over the weekend. They’re not off to a good start, but that may be because I largely abandoned my sniff test to apply my new choosing strategy to everything I’d “missed.” Also, I’d adopted a buy and sell strategy based on the forecasted price range of the stock, and that failed me.

The new scoring system are the odds of a breakthrough vs reversal, with the score on the left focusing on technicals (near term) and the score on the right focusing on analyst sentiment.

For the “sell near” and “buy near” ranges, I indicate my chosen price is parentheses.

HOLD

2.3 ANET 4.5
2.1 BABA 17
2 AMD 4.9
1.9 NVDA 22.3 A decisive close above $190.00 on high volume is expected to target $195.00 to $200.00.
1.8 GDEV 2
1.7 CELC 8.1
1.7 STX 3.5
1.6 META 8.1 approaching $670–$674 resistance in a make-or-break moment
1.5 HAL 2.4
1.2 ELMD 23

SELL NOW

0.08 NUVB 10 (sold in after hours)
1 AEVA 3 (sold in after hours)
2.4 APLD 15.7 (sold in after hours)

SELL NEAR

1.1 KRKNF 3 near $6.29
1.9 SNDK 1.7 near $493 ($491.76)

BUY NOW

he “buy near” stocks will be pursude for immediate, short-term holds as well

BUY NEAR

APLD near $33.46–$35.00 ($34.32)
SNDK near $466.69–$475.00 ($472.03)
GOOG near $326.40-$327.83 ($327.23)
RBRK near $65-$67 ($66.17)

Buys to be set in the morning:
ORCL near $171.24 ($174)
CRWD near $445–$455 ($451.13)
AAPL near $210-$220 ($215.54)
SNPS near $410-$440 ($426.0)
GLW near $86 ($86.22)

— Thaddeus Thomas

DAY 15: 1/23/2026
Today: Method: 0.16%; S&P: 0.03%

Total: Method: 8.03%; S&P: 1.02%

METHOD STOCKS

High risk:
AAPL 26

Overbought:
BIDU -49
ADI -40

High-growth leaders for 2026
TSM 9
AMD 19

Replaced Apple as world’s second most valuable company
GOOG -55

Weight-loss drug boom
NVO -54

Rotational inflow
HAL -53
CSX -56
HOOD -43
INTU 7

Minor holdings:

Mag 7 / Strong buys:
MSFT 5
NVDA -47

Bullish:
APLD 20
IREN (slight pullback possible) 23

Turning bullish after sell-off:
FRO -60

Upgraded to strong buy:
IMPUY (moved to diversified portfolio: precious metals)

I overlooked the:
AMZN 14
VRT 21
XOM 32

At risk:
FTNT -58
GORO 35
GDEV xx51
BNAI xx61

Red alert:
CORT 30

BUY or HOLD

ELMD 5.7 buy
KRKNF 5.5 buy
APLD 5.5 buy more
CELC 5.4 buy
SNDK 4 buy
BABA 3 buy
NVDA 2.67 hold+
GORO 2.56 hold+
HAL 2.56 hold
AMD 2.53 hold
META 2.4 buy

SELL

BNAI sell
VRT 2.47
CORT 2.47 (sell for other factors)
IREN 2.09
MSFT 2.09
XOM 1.91
FTNT 1.88
ADI 1.86
FRO 1.79
AMZN 1.8
IMPUY 1.77
TSM 1.62
HOOD 1.54
CSX 1.46
NVO 1.46
AAPL 1.35
BIDU 1.27
GOOG 1.25
INTU 0.79

— Thaddeus Thomas

DAY 14: 1/22/2026
Today: Method: 0.23%; S&P: 0.55%

Total: Method: 7.81%; S&P: 0.99%

METHOD STOCKS

Value positions:
BIDU
AMD
VRT

overbought:
WDC
TSM
KLAC
STX
FIX
ILMN
XOM
HAL

extremely overbought:
SNDK
ASML
MU
ADI
BABA

BUY:

FIRST ROUND

ADBE
HOOD
HAL
AAPL

SECOND ROUND

INTU
AMZN
GOOG

THIRD ROUND

ISRG
CSX

SELL:

TOP CONCERN:

SNDK

SECONDARY CONCERN:

ASML
MU
ADI
BABA

THIRD WATCH:

WDC
STX

FOURTH WATCH:

KLAC
HAL

— Thaddeus Thomas

DAY 13: 1/21/2026
Today: Method: 1.75%; S&P: 1.16%

Total: Method: 7.56%; S&P: 0.44%

METHOD STOCKS

ADI
AMAT
AMD
APH
ASML
GPCR
KLAC
LRCX
MU
SNDK
STX
TSM
VRT
WDC

TOP BUY CANDIDATES

XOM
RMBS
FIX
HAL
BABA
BIDU
ILMN

SECOND ROUND

APH 700
LRCX 500
STX 900
AMAT 1.5k
SNDK 500

SELL:

TOP CONCERN:
GPCR
AMD

SECOND ROUND:
ASML

THIRD ROUND:
WDC 400 worth

— Thaddeus Thomas

DAY 12: 1/20/2026
Today: Method: -0.87%; S&P: -2.06%

Total: Method: +5.71%; S&P: -0.71%

I forgot to transfer the day’s records.

DAY 11: 1/16/2026
Today: Method: 0.64%; S&P: -0.06%

Total: Method: +6.22%; S&P: +1.38%

Today was the biggest drop in the market since October, and that interfered with my intended buying and selling. I transferred in more money so I could buy more without selling as much as I intended. My top candidate stocks were minimally bought, but I picked up the diversified ETFs I’d indicated.

TOP BUY CANDIDATE

SNDK

SECOND ROUND

ALAB
MU
WDC
GEV
GPCR

SELL:

TOP CONCERN:
ARM sell now / indicators are still bearish even though it went up today
AVGO

SECOND ROUND:
INOD
CDNS
GE
NVDA / I’m dumping the minimum-held idea

THIRD ROUND:
CHWY
NXPI
QBTS
QBUT

— Thaddeus Thomas

METHOD STOCKS

ADI (hold base level)
AMAT
AMD (hold for ER)
APH
ARM
ASML
AVGO (hold base level)
CDNS (hold base level)
GE
KLAC (hold base level)
LRCX (hold base level)
MU
NXPI
PWR
TSM
VRT
WDC
WLDN

Notes: Because that goal of the method is to be in tune with the market at any given moment, right now 17 out of 18 of my method stocks are semiconductor related. That’s not a sustainable model, but these aren’t meant to be sustained holds.

TOP BUY CANDIDATES

INOD 0.91
QBTS 0.64

SECOND ROUND

CHWY 0
WULF 0.36
QUBT 0

THIRD ROUND

STX
CORZ
SNDK

HIGH RISK

ASTS

RUNNERS-UP:
BLK 0
FRO 0.55
CELH 0.18
GPCR 2.18
FLNC 1.45

SELL:

PWR could face immediate pullback unless it breaks through current resistance.

TOP CONCERN:
ARM sell now

SECOND ROUND:
KLAC $1,575 (hold base level)
LRCX $227 (hold base level)

THIRD ROUND:
APH $154
PWR resistance levels at current price

— Thaddeus Thomas

DAY 10: 1/15/2026
Today: Method: -0.19%; S&P: +0.26%

Total: Method: +5.54%; S&P: +1.45%

GROWTH STOCKS

ADI
APH
AVGO
GE
NXPI
PWR
TSM
WDC

SELL
CRDO $125 and $138 support
INTC

Note: the system is in a strange place tonight. With the broader movement bullish and with the fall-off at the end of the day, everything is giving a buy signal.

BUY
ADI buy more
ASML
AMAT
KLAC
NVDA
AMD
ARM
VRT
MU
CRDO buy or sell?
LRCX
CDNS
BofA’s “Top 6 for ‘26” now includes Nvidia, Broadcom, Lam Research, KLA, Analog Devices, and Cadence Design Systems

— Thaddeus Thomas

DAY 9: 1/14/2026
Today: Method: -0.03%; S&P: -0.53%

Total: Method: +5.67%; S&P: +1.18%

GROWTH STOCKS

LLY
XOM
APH
PWR
WDC
AMD
ANET

SELL
ELF (88-90)
WLDN (129.94)
IREN (52.89 -53)
INTC (48-50)

BUY
1.39 / 0.80 NOW 3.55
1.36 / 1.36 TSM 0.82
1.60 / 1.24 GE 2.55
2.21 / 0.48 ADBE 5.09
1.85 / 1.06 NFLX 0.64
1.40 / 1.18 MSFT 2.55
1.32 / 0.69 ATAT 0.09

Note: rating whether the stock is at a discount or premium changed today to the MOS (Margin of Safety.

—Thaddeus Thomas

DAY 8: 1/13/2026
Today: Method: +0.08%; S&P: -0.19%

Total: Method: +5.71%; S&P: +1.73%

GROWTH STOCKS

XOM
GE
TSM
APH
LLY
AMZN
ELF

TOMORROW’S BUYS:
1.60 / 0.85 AMD 3.55
1.48 / 0.80 ANET 0.64
1.68 / 0.71 ALAB 0
1.67 / 0.95 FIX 0.11
1.69 / 0.99 PWR 7.45
1.76 / 0.80 HOOD 6.91
1.34 / 0.86 WDC 15
1.56 / 0.92 MRVL 7.57
1.20 / 0.16 QBTS 0.27
3.12 / 0.80 INTC 1.82
2.07 / 0.76 IREN 10.73
1.5 / 0.92 WLDN 8.45

SELL:
PONY
HSAI (Watch for 26.34-26.79)
AVAV (Watch for 345)
MU (Buy near 322)
SNDK (Buy at 370-380)
ASTH (Watch for 26.81)
GOOG (Buy near 325)

DIVERSIFIED BUYS:
~~I’ve placed orders for several financial stocks, most at lower prices. They’re noted in the diversified section of the portfolio.~~ I canceled the orders. Because I didn’t sell yesterday, I ran short of money today and need what I have to open new growth positions.

— Thaddeus Thomas

DAY 7: 1/12/2026
Today: Method: +1.01%; S&P: +0.16%

Total: Method: +5.64%; S&P: +1.92%

GROWTH STOCKS

The category are my own, but they’re something like momentum, growth, and value.

OVERGROWTH:
PONY
HSAI
AVAV
MU
SNDK

SOLD:
none at this time

TOMORROW’S BUYS:
none at this time

GROWTH:
ASTH
XOM
GE
TSM

SOLD:
FUTU
META
LMT

TOMORROW’S BUYS:
1.47 / 0.76 APH 2.55 on 3.53% (3.74%) potential breakthrough
1.34 / 0.85 LLY 0 on 1.64% (3.79%) potential breakthrough

UNDERGROWTH:
1.16 to 1.19 / 0.71 AMZN 4.82 on 1.96% (6.70%)
1.29 / 0.94 GOOG 4.27 0.96%, (4.38%)
1.77 / 0.79 ELF 1.13%, yes

SOLD:
1.27 / 0.81 VITL 2.79%, yes

TOMORROW’S BUYS:
none at this time

UNDERGROUND:
none at this time

SOLD:
2.00 / 0.95 ADBE 0.55 on -1.5%% (0.20%)
1.87 / 0.85 NFLX -1.18%, no
1.27 / 1.02 MSFT 0.24%, no

TOMORROW’S BUYS:
none at this time

DIVERSIFIED BUYS:
FXC
SLMT

— Thaddeus Thomas

DAY 6: 1/9/2026
Today: Method: +0.93%; S&P: +0.65%

Total: Method: +4.58%; S&P: +1.76%

GROWTH STOCKS

OVERGROWTH:
1.45 / 0.27 PONY -0.69%, yes
1.32 / 0.67 HSAI -0.87%, yes
1.24 to 1.40 / 0.95 AVAV 5.81%, no
1.29 / 1.01 MU 5.53%, no

SOLD:
1.25 / 1.18 APLD 17.97%, yes

TOMORROW’S POSSIBILITIES:
1.60 / 0.90 SNDK 15.45 on 12.81% (37.12%)
1.50 / 1.44 WLDN 0 on 6.30% (12.31%)

GROWTH:
1.75 / 1.05 ASTH 0.74%, no
1.34 / 0.91 META 1.08%, no
2.48 / 1.01 LMT 0.73 on 4.72% (9.22%)
2.07 / 0.89 XOM 1.38%, yes
1.25 / 1.02 FUTU 0.09 on -0.88% (0.02%)

TOMORROW’S POSSIBILITIES:
1.48 to 1.56 / 1.02 ASML 0.04 on 6.66% (9.46%)
1.60 / 0.99 GE 0.27 on 2.27% (0.26%)
1.36 / 0.98 TSM 6.09 on 1.77% (1.26%)

UNDERGROWTH:
1.16 to 1.19 / 0.71 AMZN 4.82 on 1.96% (6.70%)
1.29 / 0.94 GOOG 4.27 0.96%, (4.38%)
1.77 / 0.79 ELF 1.13%, yes
1.27 / 0.81 VITL 2.79%, yes

SOLD:
1.31 / 1.01 MSTR -5.77%, yes

TOMORROW’S POSSIBILITIES:
none at this time

UNDERGROUND:
2.00 / 0.95 ADBE 0.55 on -1.5%% (0.20%)
1.87 / 0.85 NFLX -1.18%, no
1.27 / 1.02 MSFT 0.24%, no

SOLD:
1.22 / 0.86 RELY 0.81%, no
1.34 / 1.01 LLY -1.99%, no

TOMORROW’S POSSIBILITIES:
none at this time

MY PLANS FOR TOMORROW

Sell
1. FUTU is overvalued and looking at a likely reversal.
2. ADBE is already on a downward trajectory and could breakthrough its support.
3. NFLX is heading down
4. MSFT is likely to remain neutral until its earnings report, but indicators are also pushing for a reversal
5. VITL pivoted off a support level but is headed for a near-term reversal before a long-term breakout.
6. ELF is looking for a reversal near $89.
7. META is going to pinned in its range for a while
8. ASTH is expected to pull back after enjoying six days of gain, just a day or two, and then a breakthrough is suggested
9. PONY shows signs of cooling off
10. HSAI is heading for resistance
11. LMT but will come back bullish
Hold
1. XOM is poised for a breakthrough
2. GOOG
3. AMZN
4. AVAV
5. MU
Buy
1. SNDK
2. GE
3. TSM
Increase the standard size of these investments.
Expand1.36 crypto holdings in the diversified section of the portfolio.

By including the technical details and the valuation, selecting stocks from those identified by the method will be easier, and that includes the ability to reject stocks unlikely to perform. I’ll also have a better idea of when to sell winning stocks to avoid significant losses. That means I’ll be buying fewer stocks at a lower risk and can afford to buy more of each.

— Thaddeus Thomas

DAY 5: 1/8/2026
Today: Method: +0.29%; S&P: +0.01%

Total: Method: +3.47%; S&P: +1.11%

GROWTH STOCKS

Overgrowth, Undergrowth, and Underground are my designations and are explained at the top of the page. For owned stocks, I’ll include the full data if they’re a possible purchase for tomorrow. Otherwise, I’ll just indicated their performance today and whether they were a possibility the day before.

OVERGROWTH:
BKSY 2.84%, yes
APLD 8.05%, yes
AVAV 8.31%, yes
MU -3.69%, yes

TOMORROW’S POSSIBILITIES
HSAI 0 on 1.96% (23.26%)
PONY 0.18 on 0.99% (19.24%)
HUT 0.55 on 0.12% (26.14%)

GROWTH:
ASTH 0.14%, yes
META -0.41%, yes

TOMORROW’S POSSIBILITIES
LMT 9.64 on 4.34% (7.19%)
XOM 0.55 on 3.73% (2.14%)
FUTU 0 on 1.70% (9.66%)

UNDERGROWTH:
AMZN 4.82 on 1.96% (6.70%)

TOMORROW’S POSSIBILITIES:
ELF 1.36 on 4.81% (13.16%)
MSTR 4.18 on 3.18% (9.88%)
VITL 0.45 on 0.07% (-5.89%)

UNDERGROUND:
ADBE 2.36 on 0.28% (-3.13%)
GOOG 1.11%, yes
NFLX -0.22%, yes
RELY 0.07%, no
MSFT -1.11%, yes
LLY -2.07%, no

TOMORROW’S POSSIBILITIES:
none at this time

CASH
33.47%

My Picks: I’ll be watching all possibilities noted.

— Thaddeus Thomas

DAY 4: 1/7/2026 I adjusted for money transferred in and funds freed by the sell of a non-method stock, possibly creating a mathematical break at this point.
Today: Method: -0.51%; S&P: -0.34%

Total: Method: +3.20%; S&P: +1.10%

GROWTH STOCKS

Overnight, Overgrowth, Undergrowth, and Underground are my designations, helping me categorize stocks into performance groups that need to be approached differently.

OVERNIGHT: a test category of 1/3 positions, I’ll include data if they’re a possible purchase for tomorrow.
CRDO
PANW 2.8 on 4.33% (3.77%)
ELF 0 on 3.77% (6.90%)
INTU 16.82 on 0.61% (-2.80%) bid not taken
SE

OVERGROWTH:
MSTR 1.55 on 2.44% (4%)
SNDK 3.09 on 1.12% (47.18%)
AVAV 206.55 on 0.46% (30.52%)
HUT
MU 15.82 on -1.13% (16.03%)
PONY
BKSY 0.36 on -2.10% (25.63%)
APLD 10.09 on -2.31% (22.76%)
WDC 9.27 on -8.89% (13.53%)

TOMORROW’S POSSIBILITIES:
INTU 16.82 on 0.61% (-2.80%)

GROWTH:
none at this time

TOMORROW’S POSSIBILITIES
PANW 2.8 on 4.33% (3.77%)
ELF 0 on 3.77% (6.90%)
WLDN 0.09 on 0.34% (5.53%)
GE 8.91 on -1.19% (3.80%)
LMT 281.64 on -4.82% (1.82%)
BLK 0.36 on 3.34% (-0.46%)
GMAB 0 on 2.42% (7.65%)
NVDA 2.18 on 1% (0.84%)
ASTH 1 on 0.68% (12.86%)

UNDERGROWTH:
MP
CDNS
AMZN 0.36 on 0.26% (3.88%)
SE

TOMORROW’S POSSIBILITIES:
VITL 0.18 on 0.03% (8.94%)
META 5.18 on -1.81% (2.59%)

UNDERGROUND:
LLY
DDOG 0.64 on 3.17% (2.88%)
GOOG 1.55 on 2.51% (2.51%)
RELY 0 on 1.04% (-1.73%)

TOMORROW’S POSSIBILITIES:
XOM 0.09 on -2.11% (-2.07%)
HOOD 3 on -3.89% (1.32%)
MSFT 1.18 on 1.04% (-0.82%)
ADBE 4.09 on 0.63% (-4.09%)
NFLX 2.09 on 0.09% (-3.25%)
CHWY 0.36 on -0.50% (-2.59%)
TME 0.27 on -5.74% (-6%)
PWR 3.27 on -0.30% (1.88%)
ONON 0.18 on -0.77% (2.55%)
QBTS 1 on -3.42% (15.05%)
NREG 0 on -6.72% (-7.18%)

CASH:
32%

Summary:

Overgrowth: INTU

Growth: PANW, GE, NVDA, ASTH

Undergrowth: META

Underground: HOOD, MSFT, ADBE, NFLX, PWR, QBTS, NRG

— Thaddeus Thomas

DAY 3: 1/6/2026
Today: Method: +0.81%; S&P: +0.62%

Total: Method: +3.90%; S&P: +1.45%

MY PORTFOLIO

OVERGROWTH:
none at this time

TOMORROW’S POSSIBILITIES:
PENG 14 on 2.28% (7.75%) (undergrowth w good earnings report)
SNDK 67 on 27.56% (43.14%)
WDC 9.27 on 16.77% (22.09%)
MU 8.45 on 10.02% (16.67%) (RSI worries)
BKSY 1.91 on 9.07% (29.26%)
AVAV 18 on 6.60% (27.24%)
PONY 0.54 on 5.35% (16.22%)
APLD 1.81 on 0.20% (21.97%)
HUT 1.81 on 0.17% (19.50%)
MSTR 94.82 on -4.10% (1.66%)

GROWTH:
none at this time

TOMORROW’S POSSIBILITIES
WLDN 3.18 on 3.79% (2.79%)
LMT 1.9 on 2.05% (6.79%)
TSM 3.36 on 1.61% (8.81%) (Overnight growth / day fall pattern; RSI worries)
MYRG 0.36 on 1.24% (5.83%)
GE 1.45 on 0.99% (5.12%)

UNDERGROWTH:
MP (hold)
CDNS (hold)

TOMORROW’S POSSIBILITIES:
AMZN 3.18 on 3.38% (3.82%)
SE 4.64 on 2.22% (9.17%)
MP (hold) 4.73 on 2.05% (15.19%)

UNDERGROUND:
none at this time

TOMORROW’S POSSIBILITIES:
Undergrowth Underground:
RELY 0.18 on 2.82% (-4.06%)
CDNS (hold) 1 on 4.46% (-0.97%)
DDOG 1.81 on 2.59% (-0.61%)
FWRG 0 on -1.06% (3.05%)
SRAD 0.64 on -4.64% (-6.11%)

Growth Underground:
LLY 4.98 on 2.16% (-1.36%) (may buy Ventyx)
GOOG 0 on -0.87% (0.05%)
HOOD 0 on -1.25% (3.64%)
MRVL 2.64 on -2.22% (2.88%)
XOM 1.81 on 3.44% (0.43%)

DIVERSIFICATION

VALUE: (Long-Term-Hold ETF)
MGV

BONDS (ETFs)
XCCC
HYLB
EMB
BND
IUSB
TLT

FOREX (ETFs)
FXA (Australian)
FXB (British)
FXE (Euro)
FXY (Japanese)
FXF (Swiss Franc)

PRECIOUS-METAL RELATED: these are partial investments, and currently, all fourteen together add up to three growth stocks.
SLVP
B
WPM
GLD
AU
CMCL
KGC
FCX
SLV
SIVR
PLTM
NEM
CDE
HBM

OTHER COMMODITIES
DBA
PDBC
PIT
HGER
TILL
USO
BNO

CRYPTO RELATED:
MARA
COIN
IBIT

REAL ESTATE ETFs
VNQ
SCHH
XLRE

DIVIDEND STOCKS (Year-long Hold)
NLY
NKE
KO
MRK
PG

CASH
65%

Position goals: Growth and Dividend—full position, Value (single ETF)—double position, All Others—reduced position.

Morning Report: So far this morning, the S&P is up 0.33%, and the Method is up 0.23%. I’d like to review some choices.

I sold:
ALAB 167.25 / currently (11AM) 152.06 / difference 15.19 (9) = 136.71
AMD 216.60 / 213 / 3.60 (9) = 32.40
ANET 137.52 / 134.78 / 2.74 (11.303) = 30.97
APLD 30.16 / 29.72 / 0.44 (50) = 22
ASML 1229 / 1238.66 / -9.66 (1) = -9.66
CLS 273 / 281.70 / 8.7 (5) = 43.5
INTU 634.60 / 646.95 / -12.35 (1) = -12.35
LMT 511.74 / 528.28 / -16.54 (3.066) = -50.71
MRVL 91.44 / 91.67 / -0.23 (22) = -5.06
MU 316.22 / 329.96 / -13.74 (5) = -68.7
NOW 149 / 148.22 / 0.78 (4) = 3.12
SNDK 283.06 / 331.5 / -48.44 (5) = -242.20
TSM 329.41 / 328.12 / 1.29 (4.174) = 5.38
WDC 189.10 / 210.32 / -21.22 (9) = -190.98
XOM 123.92 / 123.82 / 0.10 (12.375) = 1.24

I protected $202.83 in profits and lost the potential of a $304.34 gain, and now the S&P is +0.17% and the Method is +0.39%. I missed opportunities with SNDK and WDC, but I don’t regret my decision. I’ll start fresh from new data in the morning.

An hour later: SNDK is killing me. It’s up 24.5%. I sold for a 1.03% gain. Reports of chip shortages are sending memory and storage stocks higher. The same is true of WDC, which is up 15%. These are cases of news changing the shape of the market, but this wasn’t new information that came in since last night.

Among the 7 overgrowth stocks that concerned me yesterday, only two are down for the day. If I’d held them all, I’d be up 4.27% between them. Without the tech shortage, if I remove WDC and SNDK, the group would be up 0.75%.

SNDK and AMD were both “underground” yesterday. AMD continues to drop and is currently down 4.35% for the day.

The reality is, though, based on what Trade Central has written about the stock, I wouldn’t have bought SNDK at all. There are just so many factors at play, and you have to go with the information at hand.

Note: I sold KO on advice that’s it’s going to drop in price. I set a purchase near the target price. Also, my precious metal investments are inconsistent and need to be reviewed. Finally, I need to add financial stocks to the diversified section of my portfolio.

Evening: I can say so many true things, like I’d rather miss a potential gain than take a loss, but the Method indicated some winners that I missed out on. I do need to protect my gains, but I need to find a happy medium. Sandisk ended up 27.56%. Western Digital, 16.77%. MU 10.02%.

MU’s down day that I was so afraid of? -1.04%.

Lesson One: last night, the market had little passion left, but that didn’t mean they weren’t coming back hot the next day.

One of my worst sales was CLS. I sold at a loss when the stock dropped durign the first 30 minutes of trading. It closed up 4%.

Some stocks I didn’t buy because they didn’t provide an after hours chart and by the regular market, I’d forgotten all about them. NTRA closed up 4.77%. ANIP closed down 1.50%

I often avoid trading after hours, but once I start, it’s easy to feel like it all needs to be done right then.

— Thaddeus Thomas

DAY 2: 1/5/2026
Today: Method: +1.49%; S&P: +0.64%

Total: Method: +2.84%; S&P: +0.82%

The market ends the day in a conservative spirit. Today, I bought back overgrowth stocks later in the day, but I don’t think I can trust tomorrow’s market with that sort of risk. It’s frightened and focused on stocks with only minor gains. Lately, I’ve told myself the Method needs a stock in the green, but today, after undergrowth, I’m starting a new category, UNDERGROUND, where I’ll be looking at stocks that were in the red today.

From this yet unproven “underground” category, the stocks which interest me most are: ADBE, CDNS, (holding) AMD, and (holding) ALAB.

From the regular growth categories, I’m interested in (holding) XOM, (holding) MRVL, and INTU. Actually, let’s throw in NTRA, ANIP, and NOW. If the market wakes up feeling conservative, I expect this is where it will turn.

I’ll likely sell all overgrowth early, and I’ll include TSM in that group.

Finally, in pre-market, I’ll be increasing my investment in the value ETF, MGV.

MY PORTFOLIO

OVERGROWTH: I sold the overgrowth I owned (APLD & MU) about 7:30am ET. APLD continued to do well but MU dropped sharply. I bought both back later in the day. APLD sold at 29.48, bought back at 30.22, closed at 30.20, and MU sold at 322.68, bought back at 310.85, closed at 312.15.
APLD
MU

BOUGHT:
ASML (largely steady after an overnight surge and no pullback until after hours. I gained 0.33% on its 5.53% day, but in after hours, the stock is trading below my cost.)
SNDK (bought in after hours; it dropped after an early morning surge and rallied in the last hour to close down 0.42%)
WDC (after a volatile day, it closed up 0.10%. I bought the minor later dip and made 0.68%)
ALAB (suffered a -6.93% pullback. I bought later in the day and made 1.21%)

SOLD: at some point, I sold all overgrowth today, but this one I didn’t buy back. However, when I indicated yesterday that it wasn’t ranked high enough and would fall off my watchlist, that was bad information. It remains.)
AVAV (wasn’t originally listed as overgrowth, but it surged 16% today. I sold close to 11am ET when it was up 12%.)

DATA GAINED:
WDC—MS 10 on growth of 8.96% becomes a 0.10% gain.
ASML—MS 2.22 on growth of 8.78% becomes a 5.53% gain and pullback in after hours.
ALAB—MS 7.18 on growth of 7.93% becomes a -6.93% loss.
APLD—MS 2.64 on a gain of 14.64% becomes a 7.44% gain.
MU—MS 36.18 on a gain of 10.51% becomes a -1.04% loss.

TOMORROW’S POSSIBILITIES:
AVAV (MS 2.18 on 16.09%)
BKSY (MS 1.64 on 9.13%)
APLD (MS 0.45 on 7.44%)

GROWTH:
LMT (2.91% today, 4.59% total)
ANET (2.68% today, 3.38% total)
XOM (2.20% today, 3.42% total)
TSM (0.82% today, 2.21% total)

BOUGHT: finding the right time to buy was a challenge
MRVL (lost 0.67% on a 0.94% positive day)
AMD (lost 0.57% on -1.07% negative day)

SOLD
LLY (sold when it surpassed a 3% loss)

TOMORROW’S POSSIBILITIES
XOM (MS 2.27 on 2.21%)
GE (MS 0 on 1.11%)
MRVL (MS 2 on 0.94%)
TSM (MS 7.55 on 0.83%)
CELH (MS 0.27 on 0.71%)

UNDERGROWTH:
MP (new buy: earned 2.01% on 6.64%)
CLS (new buy: earned 0.82% on -3.03%)

SOLD
TMUS (sold at 199.50, closed at 200.86)

TOMORROW’S POSSIBILITIES:
NTRA (MS 0.18 on 3.75%)
INTU (MS 5.18 on 0.70%)
ANIP (MS 0 on 0.29%)
NOW (MS -0.91 on 0.10%)

UNDERGROUND: inclusion of owned stocks isn’t about whether I lost money but whether the stocks itself was down for the day and one of my growth families. None of the diversification stocks apply.
SNDK (overgrowth)
AMD (growth)

TOMORROW’S POSSIBILITIES:
Undergrowth Underground:
DDOG (MS 0.55 on a loss of -0.10%)
VITL (MS 0.18 on a loss of -0.40%)
ADBE (MS 6 on a loss of -0.52%)
MAMA (MS 0.36 on a loss of -0.93%)
ELF (MS 0.64 on a loss of -1.25%)
CDNS (MS 7.55 on a loss of -2.96%)
CHWY (MS 0.45 on a loss of -4%)

Growth Underground:
AMD (MS 1.55 on -1.07%)
BROS (MS 0.09 on -3.28%)
ALAB (MS 5.36 on -6.93%)

DIVERSIFICATION

VALUE: (Long-Term-Hold ETF)
MGV

BONDS (ETFs)
XCCC
HYLB
EMB
BND
IUSB
TLT

FOREX (ETFs)
FXA (Australian)
FXB (British)
FXE (Euro)
FXY (Japanese)
FXF (Swiss Franc)

PRECIOUS-METAL RELATED: these are partial investments, and currently, all fourteen together add up to three growth stocks.
SLVP
B
WPM
GLD
AU
CMCL
KGC
FCX
SLV
SIVR
PLTM
NEM
CDE
HBM

OTHER COMMODITIES
DBA
PDBC
PIT
HGER
TILL
USO
BNO

CRYPTO RELATED: I didn’t buy MSTR or HUT as planned.
MARA
COIN
IBIT

REAL ESTATE ETFs
VNQ
SCHH
XLRE

DIVIDEND STOCKS (Year-long Hold)
NLY
NKE
KO
MRK
PG

CASH
24%

Position goals: Growth and Dividend—full position, Value (single ETF)—double position, All Others—reduced position.

— Thaddeus Thomas

SATURDAY 1/3/2026

I’ve introduced the GROWTH category in place of STOCKS, and today, I’m adding two more important categories: OVERGROWTH and UNDERGROWTH. Overgrowth sees an increased chance of a pullback taking away gains. I’ll need to look at a reduced investment if not a total sell. Undergrowth are stocks with room to grow.

I’m also introducing a scoring system to indicate the residual desire for a stock at its closing price. I’ve considered a score of 1-5 to be the sweet spot, offering the possibility of growth the next day without a reduced chance of a pullback (assuming the stock isn’t already in OVERGROWTH.) Scores above 5 increase the chance of a pullback. By reporting a score instead of binary yes or no, new patterns can emerge.

How this will play out with undergrowth stocks in a bullish market is yet to be determined. If these were standard bullish stocks on a good day, I’ve highlighted the scores I would have picked as a potential purchase.

OVERGROWTH
SNDK 31.45
MU 36.18
WDC 10
APLD 2.64

UNDERGROWTH
MSTR 12
CLS 0.18
TME -0.55
CHWY -1.09

Out of these, I’m most interested in APLD and MSTR.

My current CONSIDERATION list (including the ETF, MGV, which will be my value play):

FOR CONSIDERATION
HUT 2.64
ASML 2.04
ALAB 7.18
MRVL 1.09
AMD 6.64
MSTR 12
MGV n/a

POSSIBLE HOLD
APLD 2.64
AVAV 7.36 *

*AVAV isn’t ranked well enough for my lists. When I sell it, it won’t be back until its ranking improves.

— Thaddeus Thomas

FRIDAY 1/2/2026

Method: +1.48%; S&P: +0.19%
Cash: 37.74%

FOR CONSIDERATION

GROWTH
ASML
ALAB
MRVL
TSM (hold)
SNDK (possible pullback due)
MU (indicates hold but possible pullback due)
APLD (indicates hold but possible pullback due)

CRYPTO-RELATED
HUT

SELL
TMUS

Day Action:

I bought 1/3 of my intended amount of each property from the “stock” category early and bought the rest of the list between 1030-1100. I’ll buy the rest of the “stocks” at noon or the end of the day. At noon I’ll also…

Add to that:

VALUE
MGV

CRYPTO
MARA
COIN
IBIT

*I say “stocks” because everything I do is stocks or ETFs. Maybe I should label that category as GROWTH.

I forgot to list VALUE yesterday. I currently own MS and HBM, which also falls under precious minerals. MS has less enthusiastic support from analysts than I’d like, but it’s doing well today. (Later in the day, I sold the stock instead of waiting until I'd lost the gain.)

ABVX: it’s been volatile intraday and is currently down slightly. I’m selling.

My latest method picks are up (APLD) 12.5%, (MU) 8%, and (TSM) 3.75%. Now, MU 8%, I owned already. APLD too, outside of the method—and I’m up 7.3% in the (APLD) portion I bought early this morning with the method. Timing is an issue when I can’t get my stocks picked until after market close.

I bought the remaining 2/3 of APLD just before noon. The dip was slight but had flattened. (NOTE, I also sold my stake in APLD held in another account.)

TSM is similar, buying now.

MU may have peaked, and I didn’t really intend to double my investment anyway. The additional 1/3 I purchased at 7am is sufficient.

For the non-growth positions, I’m only buying a 1/3 position. I just bought MGV at that amount. For the crypto, I just bought 1/5 of that. That was part trepidation and part being low on cash. I’ve sold enough to have a 25% cash position in the account, but there’s very little settled and available to trade.

Noonish: Method: +0.87%, S&P: -0.15%

1:30p: I sold TEVA. It’s up today, and I took advantage of that to get out, primarily because it’s biotech.

— Thaddeus Thomas

THURSDAY 1/1/2026

Portfolio Plus Intended Changes

STOCKS (and Stock ETFs)
ABVX — +3.47% WATCH
TEVA — -1.11% HOLD
TMUS — -0.42% HOLD
LLY — -0.61% HOLD
MU — -2.87% HOLD
NVO — -3.36% SELL
FLY — -2.66% SELL
GEV — -1.04% SELL
MU — -2.87% BUY
GLTO — -27.09% SELL

BUY
APLD
TSM
MU

BONDS (ETFs)
IVOL — -0.07% SELL
SCHJ — -0.01% SELL
ANGL — +0.15% SELL
YEAR — -0.40% SELL
AGG — -0.22% SELL
HYDB — +0.01% SELL
HYGV — 0.01% SELL

BUY
XCCC
HYLB
EMB
BND
IUSB
TLT

FOREX (ETFs)
FXA (Australian) — -0.36%
FXB (British) — -0.16%
FXE (Euro) — -0.29%
FXY (Japanese) — -0.29%

BUY
FXF

PRECIOUS METALS (stocks and ETFs)
SLV — -6.62% SELL ANYTHING NOT MARKED HOLD
SIVR — -6.58% HOLD
PSLV — -6.23%
COPX — -0.91%
USAS — -7.77%
AUGO — 0.11%
PLTM — -4.28% HOLD
PPLT — -5.83%
PALL — -5.82%
HBM — -0.85%

BUY/HOLD
B
WPM
RGLD
SIVR
GLD
PLTM
SLVP

OTHER COMMODITIES (ETFs)

UNG — -5.91% SELL ALL
BOIL — -12.63%
HARD — -0.60%
BCI — -8.37%

BUY
DBA
PDBC
PIT
HGER
TILL
USO
BNO

CRYPTO CURRENCIES (related stocks and ETFs)
none at this time

DIVIDEND STOCKS (DOW DOGS 4 + NLY)
NLY — -3.21%
NKE — +4.20%
KO — -0.30%
MRK — -1.46%
PG — -0.99%

CASH

— Thaddeus Thomas

Everything before this point was my learning phase before I started the running tally on 1/2/2026.

Wednesday 12/31/2025

The market is closed tomorrow, and then on Friday, this experiment is meant to start keeping an ongoing score. I’m so not ready.

The S&P: -0.74%; the Method: -0.54%

Today I bought ABVX and sold nothing.

ABVX for the day was down -2.52%, but I bought at noon (11am central) and made 3.47% by closing. (Roughly speaking, noon is frequently the low betwen an 11am high and the 1pm rebound.) Unless it’s a turn around, though, I’ll lose that gain in the next session.

All of Monday’s stocks were in the red today.

Rising stocks picked by the Method: APLD, GPCR, and outlier TSM. TSM is a strong buy while the other two are strong buys or buys.

I’ll skip GPCR as I’m feeling burned by biotech.

BUY
APLD (buy at end of day)
TSM (buy at end of day)

HOLD
FLY
MU

— Thaddeus Thomas

Tuesday 12/30/2025

Excluding SMX which isn’t the Method:

The S&P: -0.14%; the Method: -1.19%

Today’s post is complicated because I need data.

Price 10+, volume 1M+, 0 to -3%, Any Bullish, Momentum

ORI—strong buy—46.24, 46.00—200, 46.50—400, 1M/1M/1M, Day Range: 46.05, 46.50, Year Range: 33.00, 46.76, PC&O 46.36, 46.35— -1.30% (-0.77%)
BTSG—strong buy—37.64, 36.00—100, 40.03—100, 1.2M/2M/3M, Day Range: 37.54, 37.95, Year Range: 15.26, 38.42, PC&O 37.86, 37.84— -0.50% (-0.87%)
TEVA—strong buy—31.34, 31.26—100, 31.34—100, 3.7M/8M/11M, Day Range: 31.31, 31.62, Year Range 12.47, 31.99, PC&O 31.56, 31.50— -0.41% (-0.26%)
IMVT—strong buy—25.35, 24.20—100, 28.90—100, 1.2M/2M/2M, DR: 24.95, 25.61, YR: 12.72, 27.69, PC&O 25.61, 25.45— +0.28% (-0.24%)
ABVX—strong buy—138.34, 138.55—700, 139.64—100, 1.4M/2M/1M, DR: 134.02, 140.47, YR: 4.77, 148.83, PC&O 140.40, 140.00— -2.52% (+3.47%)
SNDX—strong buy—20.74, 20.59—100, 21.50—200, 1.2M/1M/2M, DR: 20.42, 21.11, YR: 8.58, 22.73, PC&O 21.07, 20.91— +1.30% (-0.38%)

ABVX is a selection, but I said no more biotech.

BBIO—strong buy or buy—75.48, 74.60—100, 75.50—100
LITE—strong buy or buy—371.18, 370.15—100, 371.20—100
ALLY—strong buy or buy—45.59, 44.65—200, 46.00—100
TJX—strong buy or buy—155.35, 155.00—100, 156.25—100
PHAT—strong buy or buy—16.92, 16.81—600, 19.70—100

FCX—buy or strong buy—51.41, 51.20—100, 51.34—100
MRK—buy or strong buy—106.06, 106.00—200, 106.18—100
VLY—buy or strong buy—11.78, 11.69—600, 11.90—1500
REGN—buy or strong buy—773.94, 772.42—40, 776.00—40
LRCX—buy or strong buy—173.78, 173.73—100, 174.05—100

Same but Market Leaders:

TMO—strong buy—583.45, 581.00—80, 585.00—40
MU—strong buy—292.63, 292.05—500, 292.15—1600
SNDK—strong buy—240.22, 239.70—100, 240.00—900
APP—strong buy or buy—693.71, 690.36—80, 690.61—480
WDC—strong buy or buy—176.06, 175.49—100, 175.99—100
MRK—buy or strong buy—106.06, 106.00—200, 106.18—100
LRCX—buy or strong buy—173.78, 173.73—100, 174.05—100

I might buy ABVX. I don’t know.

Monday 12/29/2025

The S&P: -0.35%; the Method: -2.26%

Market Summary: Not good. Most of the losses came from four stocks. PALL and PPLT fell quickly, and SMX continued its plummet. I sold my shares in another account during the pre-market, and that proved to be the right move. I actually made a little money. Finally, I accidentally bought twice as much GLTO as I meant to, and it started to fall about an hour before closing. I held onto most or all of my position in each of these stocks and sold off all the older stocks except for MU later sold in after hours) and (by accident) GEV. They’ll come back, but I need a clean slate to practice reading my financial tea leaves.

Today I sold: ALAB, +AMZN, +ASTS, AVAV, +AVGO, +BIDU, C, CRDO, CRWV, FIX, +FLY, GLTO (partial), +GOOG, HOOD, PLTR, +QBTS, RKLB, SNDK, +TSM, +WDC.

I indicated the stocks sold at a profit with a +, and a quick glance tells us that in a market like this one, stocks become a roller coaster. Stocks with healthy losses were sold at a gain or slight loss today. I’m hoping to see the same for today’s fearful four.

Current Portfolio
(I only use stocks and ETFs to gain exposure to various asset classes)

Stocks: MU, GEV, TEVA, GLTO, AMX

Dividend Stocks: NKE, KO, MRK, NLY

Precious Metals: COPX, SLV, SIVR, PLSV, AUGO, USAS, PPLT, PALL

Bonds: ANGL, IVOL, HYGV, AGG, HYDB, SCHJ, YEAR

Commodities: HARD, BOIL, UNG, BCI

Forex: FXB, FXA, FXE, FXY

Note: Looking at my stocks now, MU made a strong come back. It closed up 3.41%, rising up out of a loss for a 1.83% gain. It’s up a little in after hours, and I’m selling it now before I lose my profit.

Additional lessons from today: GLTO has too low a volume, below 100,000. It wasn’t so low that there weren’t transactions, but the chart danced between the bid and the ask with no offerings in between. This also exaggerated its dip, I’m sure.

In a strong, trending market, the Method works well, but a see-sawing market like this one can also be used to my advantage. I’d decided I needed to pick only from among stocks on an upward trajectory, and while that means that they may fall on the day I buy, if I buy at the end of the market, I miss the fall and I’m ready for another day’s reversal.

On top of that, I want to consider value growth stocks, assuming the Method will actually choose any. Those screened for possible selection are: EIX, TIGO, CNXC, MFC, BMRN, GSK, JHG, and KVUE. (I’ll add PPG and NTR.)

For growth stocks, possibilities are: PRAX, VSCO, and EXAS. If any of these three are selected (and especially PRAX which gained 13% today), they’ll have to be purchased late. Based on what happens with today’s buys, I might even wait until the next morning.

And… none of them. The Method selected none of them.

It chose MU again, which I’ve sold, and also ANET, LLY, TMUS, XOM, LMT, and FLY.

While those become my main stock selections, I do want to add value growth stocks to my diversification, but I’ve reviewed all the stocks I mentioned above and decided against them as a longer-term hold.

Dialing down the Method will catch us a few value growth stocks: MS, HBM, and MRK. Hudbay Minerals is a gold stock, but a few gold stocks came within spitting distance of being picked.

BUY

VALUE
MS
HBM

STOCKS
MU
ANET
LLY
TMUS
XOM
LMT
FLY

HOLD
COPX
SLV
USAS
GLTO

— Thaddeus Thomas

Friday 12/26/2025

The S&P: -0.03%; the Method: -1.1%.

Market Summary: Gold surprised with its comeback, but PALL and PPLT were the heroes of the day. Negative volatility hit several positions at opening.

Starting Monday, I’m diversifying the account, and that’s reflected in the new buy lists. From now on, sell lists are made on the day of the sale as positions are chosen to unload, not the day before.

“BUYS” are possibilities and subject to their performance on the actual trading day. Percentages are my current target.

Monday:

40% STOCKS (and Stock ETFs)

BUY
GLTO
ALMU
TEVA

HOLD
TSM
MU

20% BONDS (ETFs)

BUY
IVOL
SCHJ
ANGL
YEAR
AGG (anchor position)
HYDB
HYGV

3% FOREX (ETFs)

BUY
FXA (Australian)
FXB (British)
FXE (Euro)
FXY (Japanese)

2% PRECIOUS METALS (stocks and ETFs)

BUY
SLV
SIVR
PSLV
COPX
USAS
AUGO
PLTM

HOLD
PPLT

2% OTHER COMMODITIES (ETFs)

BUY
UNG
BOIL
HARD
BCI (anchor position)

3% CRYPTO CURRENCIES (related stocks and ETFs)

BUY
none at this time

20% DIVIDEND STOCKS (DOW DOGS 4 + NLY)

BUY & HOLD
NLY
NKE
KO
MRK
PG

10% CASH

CURRENT POSITIONS

Stocks: SMX, TSM, BIDU, WDC, FIX, QBTS, AVGO, CRWV, AMZN, ASTS, SNDK, GOOG, NVO, RKLB, FLY, C , GEV, MU, ALAB, PLTR, CRDO

Precious Metals: PALL, PPLT

Market Expectations:
Precious metals ended the day hot, and I expect to see that continue Monday. There’s still not much certainty in the market, but it may try to define itself next week.

Today: I broke my own rules and paid the price. To remind myself to do better, I’ve added the rules to the process section.

SELL
(Sell early purchases and buy back late)
SMX
FLY
RKLB
To raise cash for Monday:
CRWV
ASTS
plus parts of positions above standard entry level.

REVISED BUY
Reserve purchases for the evening
WDC
C
MU (An addition I bought early because I thought I knew better than the method)
QBTS
FLY
RGC
MU
RKLB
CRWV
ASTS
SND
SMX: late in the day, they revealed new shares which immediately changed the valuation.

— Thaddeus Thomas

Wednesday 12/24/2025

UNLOAD*
AG
AU
B
BE
CDE
CRWD
GFI
HBM
HL
INOD
MRVL
NEM
NXT
PAAS
QBTS

*The UNLOAD category are stocks I’m selling immediately to raise money for the next market day and to adjust to shifts in the market.

The S&P: 0.32%; the Method: -1.01%.

Market Summary: An economic report Monday morning shifted the market’s focus away from precious metals and energy and back to growth stocks. By not having a plan to respond to such changes (other than selling and buying as the Method guides), the portfolio remained out of step with the market today. The “unload” list is intended to remedy that oversight. In addition, I’ve added a section labeled “market expectations,” and when those expectations indicate clear sectors, it will be easier to target the necessary changes when news creates another shift of the market’s focus.

BUY
Morning
C 1.81%
WDC 0.73%
RGC -2.57%
QBTS -5.49% I may yet regret unloading this one.
SMX -7.36%

Evening
MU 3.77%
SNDK 2.12%

All Day
none at this time

SELL
First Access
none at this time

After 10am (9am ct)
I may not sell these.
GEV 0.88%
CRDO 0.40%
MSFT 0.24%
HOOD 0.17%
AMZN 0.10%
GOOG 0.00%

Note: I’m experimenting with not selling anything bought the day before.

HOLD
FLY 2.19%
NVO 1.84%
TSM 0.62%
AVGO 0.26%
PLTR 0.02%
RKLB 0.00%
AVAV -0.17%
BIDU -0.38%
FIX -0.76%
PPLT -1.69%
CRWV -1.73%
PALL -7.51%
ASTS -8.89%

Market Expectations:
I foresee a focus on swing trading, attempting to ride powerful but volatile stocks on the rebound. Gold is cold, but PPLT and PALL are poised for growth. In the end though, there’s not much desire left for Friday’s market

Watch List:
NBIS, SIL, PRAX, BMRN, MU

Tuesday 12 / 23 / 2025

I was expecting a bad day and told someone that at least bad days are learning experiences, and it was that.

Method: -0.43% S&P: +0.46%

One thing the method can’t account for is news, and news is what happened, today. Good economic data put everyone into growth stocks, while last night, the need was for energy stocks and precious metals.

BUY
Morning
RKLB
CRWV
ASTS
FLY
NVO*
AVAV*

Evening
PPLT
PALL
FIX
TSM
PLTR*

All Day
*optional for noted stocks

SELL
First Access
none at this time

9:45am (8:45 ct)
BE
MSFT
CRDO
GEV
CRWD
INOD
HOOD
ALAB

HOLD
HL
MRVL
AVGO
AMZN
GOOG
B
CDE
HBM
PAAS
NEM
AG
NXT
AU
BIDU
GFI
QBTS

NOTE: I’ll need to sell under-performing stocks to have enough funds for Friday. (All or partial.)

10am: I sold about 9:50am ET, and I would have done better to sell WYFI at first access (7am ET for Fidelity customers). $18.31 vs. $17.21. However, there are a couple of stocks on the sell list that are up this morning and which I haven’t sold: LLY and PLTR.

LLY is currently 1080 and at first access, I would have sold it between 1070 and 1067.42.

I sold it at 1070.28 as it is coming down off of a morning high.

PLTR was up with a morning high of about $194.48 when I decided not to sell. It has also come off the morning high and fell quickly into loss territory. I sold around $193.50.

ANET hit a morning high at 9:45. APH’s high (still a loss) at 9:45. Ditto with BABA although the high wasn’t much of a bump. WYFI was falling but has a light uptick which topped out at 9:45. LLY’s high was at 9:35 with a lesser high at 9:50.

10:55am: I sold APLD because it hit that 7% limit.

The SELL rule I’ll test based on this:

Sell high performers at first access. (WYFI had a big overnight jump the day before.)
Sell others at 9:45. (8:45 my time.)

11:08am: I’ve dumped the HEDGE category.

11:15am: With a few exceptions, I’ve bought the same whether the results warned me of a bullish or bearish day to come. I’m going to change that.

Consider the following: these are last night’s BUYS with yesterday’s performance and today’s, as of right now.

QBTS 20.02% -3.3%
AG 4.97% -1.06%
HL 4.47% -1.75%
NXT 4.16% -2.01%
GFI 4.12% -1.75%
BE 3.87% -0.31%
B 1.92% -0.23%
CRWD 0.31% -1.64%
CRDO -0.13% +2.9%
MSFT -0.21% +3.08%

The only stocks worth looking at on a bearish day may be the ones that were down the day before.

A for the HOLD stocks (MAX and REDUCE are complicating things), I didn’t record their performance yesterday, but they are listed in order of their performance.

MAX
PAAS 1.04%
ALAB -1.74%
AMZN 1.29%
INOD -1.21%
CDE - 0.72%

REDUCE
AU -0.68%
NEM -0.03%
HBM 1.6%
GOOG 1.42%
HOOD -2.03%
BIDU -1.05%
MRVL 3.35%
AVGO 1.82%

Already sold:
WYFI
CRWV
APLD

Already owned stocks are an unpredictable mix, but on bearish days, profits in top stocks should be taken early.

On bearish days, I label buys as morning or evening buys based on their performance the day before. It’s possible this phenomenon (if it holds consistent) will only reveal itself on transitions between bull and bear market.

I’m only keeping the Sell, Buy, and Hold categories.

1:13pm: I keep calling today bearish, but the S&P is up 0.40%. That led me to look for the hero stocks I missed today/ Here with their gains as of now:

RGC 16.39%, NVO 6.77%

I had one big hero in my watch lists. (17.25% now). Unfortunately, it’s not possible to back-test and see if the method would have caught RGC if I hadn’t overlooked it. However, if it wasn’t even a possibility, I’ll usually know that. My method wouldn’t have caught this one.

The reason: I track unmet desire for a stock within the market, within a certain price threshold. The desire for RGC didn’t exist last night.

As for NVO, I’m not familiar with the stock, but it took a beating last July. What a nightmare. All of it’s gains were last night, during after hours. It would have had to trigger the night before, and it didn’t reach the threshold.

Big gainers that I need to add to me watch lists:
AFJK, PPLT, PALL, GPCR

Also:
AZO, DDS, MCK, IESC, GPOR, AVAV, MSI, HIFS, CEG, NPO, MLM, TDG, BH or BHA

Stocks listed may not meet the volume limits for the method and may be in my watch lists already. As it approaches 400 stocks, I can’t recognize everything.

3:37 PM — Before closing and in another account, I bought the stocks I sold this morning because they’d dropped so sharply. It’s too early for this to be a move driven by the method’s data. Purely a hunch that they’ll turn around overnight or tomorrow.

— Thaddeus Thomas

Monday 12 / 22 / 2025

I have three thoughts about today’s market. Two of my other accounts ended in the red today after morning numbers that dwarfed the Method’s. Investors decided it was time to take some pre-Christmas profit. It’s impact on the Method was felt primarily in Coreweave, and I sold off my position to preserve my own method.

The second hearkens back to Friday where I didn’t buy Rocket Lab or more of Coreweave because their gap rise between markets was so huge I expected a selloff. It didn’t happen and Rocket Lab grew over 9% today.

Finally, my new rules keep all stocks maxed at their entry levels. As I write this, I realize I need to make an exception for my hero stocks.

Fidelity’s numbers are a mystery. Long ago I figured out that the percentage gain shown is based on what’s actually invested. When you sell, it removes that profit from the calculation while rendering the remaining unrealized profit as a percentage against all monies in the account. According to that reading, the Method made 0.27%, today. According to the performance numbers on the summary, the Method made 1.92%. I don’t know how that number is calculated, and I can’t see it being correct.

On the balance page for the account, it shows the account total and its change. I calculate my numbers by dividing the change by the total, and I get 0.70%. On the change that they came to number by dividing the change by the amount invested (at the end of the day), I tried that calculation and came to 1.14%.

When the market was down and results were negative, I used the amount invested for my calculations because that was the worse number. Now the worse number is to use the total funds available, and I think I’ll keep to that method from now on.

I don’t know that I intend to keep nearly 40% of the account in cash, but I had a lot to sell today to get positions down to where my new rules said they should be.

The S&P 500 made 0.64%, today, compared to my 0.70%.

(The same summary page that said I made 1.92% also claimed the S&P made 0.69%.)

In addition to creating a hero stock category (even though I just sold my current hero stock), I’m also adding a hedge category. I want to know the Method has mechanisms to protect against downturns and crashes.

In the early afternoon, I bought trivial amounts ($100) of two bond stocks and two dividend stocks, which I shouldn’t have done in this account. That’s not the Method. I’ll sell them tomorrow. These were some of the possibilities I was considering, alongside options. What’s in better keeping with the Method is a hedge category that focuses on single-stock short ETFs. Here, I’m assuming the Method can successfully pick these ETFs, but their volume is low when compared to the underlying stock. It may or may not work, and the only way to know is to test it out.

The Hero category works like another buy, but I think it’s important to view it separately. The other new categories are explained below in yesterday’s chronicle. (I’m thinking I should change the Restore category to Max.)

I’ve thought about adding an Inflated category, and it seems necessary to judge what to do with these stocks. Note that, last Friday, Coreweave and Rocket Lab weren’t inflated before the premarket. They were rightfully labeled as a buy. Inflated stocks are so high during after hours that the probability of a sell off is too high.

The data suggests tomorrow will be weak with precious metals in the lead, but some stocks that lost money today and making themselves buys for tomorrow.

S&P 500: 0.64%; Method: 0.70%

BUY (Including today’s performance)
QBTS 20.02%
AG 4.97%
HL 4.47%
NXT 4.16%
GFI 4.12%
BE 3.87%
B 1.92%
CRWD 0.31%
CRDO -0.13%
MSFT -0.21%

HERO
*currently none*

INFLATED (Sell-off or potential hero?)
GEV (a minor inflation)

NOTE: A bought 1/6 more at opening as a test.

MAX (RESTORE)
PAAS
ALAB
AMZN
INOD
CDE

REDUCE
AU
NEM
HBM
GOOG
HOOD
BIDU
MRVL
AVGO
CRWV (if you still have it)
APLD

SELL
LLY
BABA
WYFI
PLTR
APH
ANET

HEDGE
*currently none*

Watch METD and NVDD. The rules for hedges may not be the same as for buys. NOTE: Both of these did poorly. I’ve added the new rules for hedges at the top of this page.

Sunday 12 / 21 / 2025

I’m combing all my entries into one live page that will be updated each market day. With new entries each day, it threatened to become my Substack’s whole identity.

I’m using the final days of December as live tinkering on my process, but starting in January, I’ll start a counter, officially tracking the method against the S&P with a goal over hitting 100% gain in a year.

Also, although I just introduced new rules for Monday, I want to change them again. Right now, if I’ve bought a stock and it meets my criteria again, I buy more—and that could be a mistake. These are very short term holds.

For stocks already in the portfolio:

If the method signals a “buy,” hold. Top off to full investment, but don’t buy an additional amount. Don’t sell any either, this is a true hold.

If the method signals a “hold,” follow the daily reduction plan.

If the method signals a “sell,” sell 100%.

That means my lists for Monday have to change. I’ll no longer have a “hold” category. I’m either restoring a stock to full investment or I’m cutting it by 20%.

BUY
WYFI
APLD
ALAB
CDE
INOD
ANET
APH
PLTR

RESTORE to 100% (Formerly part of “buy”)
CRWV
HOOD
PAAS
GEV
BIDU:
GOOG
AMZN
MRVL

REDUCE 20% (Formerly “hold”)
NEM -40%
HBM -20
LLY -40
AU -20
AVGO -40
BABA -40

SELL
IDR
AAPL
NVDA

CUT under-performing stocks as needed to end the day with 33% of the account in cash.

December 19th

Today, we had that second good day we so desperately needed.

S&P 500: 0.88%

This Experiment / Method: 1.40%

For the week, the S&P gained 0.0003%. For the week, the method gained 0.003%. It was a rough week, but we finished having beaten the S&P by a factor of 10.

EDIT: My goal is to double my money in a year, and as the S&P averages a 10% gain per year, beating the S&P by a factor of 10 is the ongoing objective.—I feel it’s important to set some perspective. The Method gained 1.4% but my collection of ETFs gained a very close 1.37%. The account I use for longer term investing gained 4.3%, and my little account with the crypto ETFs gained 6.52%. Despite those gains, both the long-term account and the crypto account are still recovering and in the negative for the last week. The ETFs are a bit off from where they were November 3rd, but they’re up for the month, gaining 3.35% to the S&P’s 2.5%. That’s respectable, considering my professionally managed account only gained 2.29% in that time.—To be useful to me, the method only needs to fare better than my worst impulses as an investor. To be useful to anyone else, it’s going to have to prove itself the better alternative, and it can only do that through consistency and dependability.

I have a refined set of rules for next week, but let’s start with the lists.

BUY
WYFI
APLD
ALAB
INOD
ANET
APH
PLTR
PAAS
GOOG
AMZN

SELL
IDR
NVDA
AAPL

HOLD
CRWV
HOOD
PAAS
AVGO
GEV
NEM
BABA
GOOG
HBM
LLY
AU
AMZN
MRVL

If anyone is comparing day-to-day lists, there are stocks that should be included that aren’t here. I failed to buy the stocks that gained the most overnight, always certain they had reached their peak (and always wrong). This has helped shape the new rules.

RULES

No more than 10 stocks on the buy list each day, and at least half of those need to be new.
I’ll buy in 4 stages, an equal amount each time: first premarket access, 10am, noon, and before close.
Set a limit of loss I’ll tolerate and sell 100% of that stock if the limit is reached. This isn’t a trailing stop loss, but actual loss from initial purchase. For next week, I’ll use 10%.
Stocks on the sell list are 50% sold instead of 100%. (50% of initial value.) First premarket access.
Held stocks are still 20% sold. (Or evenly divided to free up 20% liquidity for the next day.) First premarket access if up. 10am if down.

These changes will average the cost of a buy across the day. Each day I’ll have 20% of my account in cash to spend across ten stocks. A little of each stock gets sold each day, but stocks can last up to a week after the last purchase.

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— Thaddeus Thomas

December 18th

I’ll get back to fiction in the new year. In the meantime, I’m quietly chronicling my experiment with a stock picking method I developed. Today, after four days of a very bad market, we had a good day.

Everything has become so complicated. It started as a simple idea, and although it took a while to check 300-350 stocks, it didn’t take too long. On weekends, I was eager to get back to it. Now, it’s a spiraling complexity, and in part, that’s because I’m trying to keep records and rest ideas and that takes a while.

Also, those first couple of weeks, the market was good, and that’s fun. I didn’t lose much in this experiment, but my regular investments took a beating these last four days. In part, that’s because I have the worst timing. Just awful. I’m looking forward to expanding this experiment and getting rid of everything else, but I’m hoping I can claw back a good bit of my losses in the meantime.

This experiment is about not losing much when times are tough and gaining big when times are good. That takes more than one up day, though, because most of the gains are made overnight, not during the regular session, and my picks can’t help us on the night they’re selected. We need the next night(s) to be good.

In those first days, I generated 4-8 picks and one always proved to be the hero stock. Last night, the system generated over 30 picks. I removed the (new idea) extended picks and removed others that hypothetically might have been weaker—but that’s not been proven. I kept all the data, though, so I review it tonight. Much of that night may be saved for the weekend. I’m bushed.

BUT THERE HAVE BEEN A BREAK-THROUGH OR TWO!

This morning I added an edit to yesterday’s page that I would split my purchases between mornings and the afternoon. The main point of this is focus more of the money on the overnight. Also, if the morning selection is huge, it’s much smaller that afternoon. I sold stocks an hour after opening and more around the 12:30, with the second one selling enough to generate enough free cash for the next day. I was then able to spend much more per stock in my purchases an hour before closing than I had that morning.

A hero stock doesn’t do me any good if I don’t have any money in it.

S&P 500: 0.79%

This Experiment / Method: 0.14%

I’ll do a minimal list tonight. Tomorrow’s a Quadruple Witching with the biggest volume in history. (Don’t ask. I had to Google it.) I want to use it as an excuse to not do anything, but—

SELL:
QURE
FUTU
AAPL
FDX
MRVL
AU
WPM
GOOG
PAAS
SNPS
NEM
HBM

HOLD:
LLY (and buy more)
NGD
BIDU
CRWV (large after-hours gain, may consider selling to preserve profit)
HOOD (and buy more)
PATH
IDR

I’m tempted to stop there. Forget the witching tomorrow; I’ve tried to convince myself not to buy on Fridays or Mondays. My first watch list (50 stocks) generates the most buys (other than the precious metal stocks). I’ll review that one list tonight.

BUY:
RKLB
LITE
CRWV
HOOD
LLY
GEV
ALAB
CRDO
AMZN
NVDA
AVGO
BABA
INOD

Buy 10*. Hold 7*. Sell 12.
*Those one both lists are only counted among the Holds.

NOTE: I marked JBL for special consideration because of promising additional data with which I was complicating my simple idea. It did nothing, and isn’t even a buy tonight. The data is there to review this weekend, but those were the perfect numbers if they meant anything. Clearly they don’t.

I’m glad.

See the bottom of the page for yesterday’s data if that interests you. It shouldn’t, but if it does, it’s there.

Reviewing Watch List 0: I probably wouldn’t have held onto WYFI, anyway, but it did well after hours. The others were losers. Nope the additional data means nothing.

Reviewing Watch List 3: I would have sold them all at a loss. They were well selected to be removed from the list, and I find that interesting. This is a potential for refining the original data. The new data is not relevant here.

I think things are pulling back toward that simple beginning, but it may not go there entirely.

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— Thaddeus Thomas

December 17th

Today, after some promising signs overnight, we entered day four of the market’s fall. After good news from MU, tonight’s signs look promising once again.

Morning Edit: I think I misspoke about my buying timing, and additionally, I’ve decided to add a twist. The flub was if I said I’m buying at opening and selling red stocks an hour later. I’m buying 30 minutes after opening and selling red stocks 30 minutes later, which is an hour after opening. The twist is that I’ll start buying half in the morning and half before close, excluding the day prior to a closed market, on which I’ll just make the morning purchase. As one final note, this is the second day in which there have been no downward gaps to test my early morning buying theory.

S&P 500: -1.16%

This Experiment / Method: -0.57%
If elsewhere on the page I quote today’s results as -0.36%, that included uninvested funds in the account.

I’ve been trying to predict what to sell each day, but today I realized that may not be necessary. Pick a time. Pick a threshold, and everyday, at that time, sell everything below that threshold. No predictions necessary.

I’d considered a similar move before, but the method picked SMX that first full week of testing. It had a slightly downward trend before exploding upward midday, and I hated the idea of missing another pick like that.

Yesterday, I noted that I could buy stocks that had a between-market drop as soon as I have access and (on average) enjoy better gains. None of my buys had that drop today. I bought HOOD early because it had a clean upward trajectory. I don’t think the moved helped or hurt much. All other stocks I bought after opening, without dollar cost averaging.

That was a lot of stocks.

An hour later, I sold anything that was in the red. Eighteen stocks remains. At the end of the day, eight of those were in the red. I still have no hero stock this week. Early on, I thought it would be PATH, but it ended in the red.

Although I was experimenting with adding new data to make purchases, I spent the same amount on each stock.

Other than the percents, the numerical notations are for my reference only. They won’t mean anything to you.

Stocks Bought and Kept:
PASS (a holdover) +1.50%
PG 800 (additional shares purchased) 1.30%
NGD (a holdover) 1.21%
SIL (a holdover) 0.99%
AU ( a holdover / originally marked to sell) 0.61%
GLD 480 0.61%
WPM (a holdover) 0.55%
NEM 1000 0.28%
DOW 1000 -1 0.17%
HL 1000 +0 0.00%
COO 100 -0.05%
PATH 1000 + 1 -0.69%
LLY ( a holdover / originally marked to sell) -1.19%
FUTU ( a holdover / originally marked to sell) -1.88%
NFLX 70 -1.98%
BIDU 300 -2.25%
AAL 5100 -2 -2.31%
HOOD 300 -4.22%

Bought and Sold that Morning:
Stocks kept are in italics for comparison, placed according to their daily totals, in keeping with the sold stocks.
QURE 100 5.21% — all overnight gains. Would have lost money.
XOM 100 2.38% — would have made money
HL
CVX 500 1.89% — would have made money
PG
COO
NEM
DOW
GLD
NFLX
ET 7400 +1 0.18% — break even
BIDU
PATH
AEO 1200 -6 -1.61% — would have carried most of that loss
CVNA 40 -1.97% — avoided losses greater than 2%
S 1400 +0 -2.16% — would have carried most of that loss
RKLB 100 +11 -2.76% — would have carried most of that loss
LMND 100 -2.78% — avoided losses of approximate 3%
AAL
MU 100 -3.02% — would have carried that loss
HOOD
AI 2400 -8 -3.04% — would have carried that loss
TSLA 40 -4.62% — would have carried that loss
SMR 1700 -2 -8.12% — avoided most of that loss

Sold very early because the price broke my rules and it was down:
RILY $5.72 3900 +4 -17,48% — this is why I have a (rough) $15 limit

Conclusion: While I would have made money with two of the stocks I sold, selling this way was the right move and saved me a good deal of money. I’ll need to run a similar comparison on a good day. (Note: TSLA was barely in the red, and I considered keeping it. It ended with a 4.6% loss.)

I held 4 stocks that I had originally marked to sell. One made money. Two lost, and the fourth was sold after an hour.

Precious metals and oil did okay today, although oil’s early dip cut them from my portfolio.

Strategy:
Buy stocks that drop between markets as soon as I have access. Buy all others at open.
Continue to make and follow the sell list, but in addition, sell all losses after one hour.

NOTES:

I held stocks I had marked to sell because they were up so far that day. Sell all stocks the method marks for sell.

I was beating the market on good days because of the stocks I bought, but beating the market on a bad day is all about the stocks I sell. I can continue to experiment with the expanded buy list although today it cost me money.

Note: The Buy List was too long. Watch 0 and 3 are stocks removed from the list.

Buy:
AAPL 100 +26
CRDO 900 +52
CRWV 100 +28
*FUTU 300 +27
GOOG 100 +34
JBL 2000 +35
NBIS 200 +44
SNPS 200 +31
GE 480 +34
MRVL 100 +35
PYPL 100 +27
AMD 100 +34
WEED 100 +54
QURE 200 +24
ASTS 600 +14
CRM 600 +37
QBTS 299 +27
FLNC 100 +16
PSN 500 +30
SBUX 100 +29
FDX 100 +49
GS 120 +17
HBM 200 +38
IDR 100 +48

Sell:
PAAS
PG
NGD
SIL
AU
GLD
WPM
NEM
DOW
NFLX

—

Promising Holds:
COO 1700 +9
AAL 2000 -2
HOOD 1000 +170

Rule-breakers:
RITM $11.15 2000 +0
TLRY $12.88 100 +51
AI $14.05 1800 +3

Watch 0:
WYFI 1000 +3
COO 1700 +9
BAC 1000 +0
WULF 1500 +8
BCE 5200 +0

Watch 1:
APP 80 +87
AVGO 80 +25
FIX 40 +21
ADBE 80 +34
META 40 +40
STRL 40 +43
ETN 40 +18
NSC 40 +17
SPOT 80 +44

Watch 2:
ALAB 100 +176
CLS 100 +167
GEV 80 +501
HOOD 1000 +170
LITE 200 +375
MSFT 200 +168
MU 100 +1800
NVDA 1100 +148
PLTR 200 +111
TSM 280 +137
STX 100 +235
AMAT 200 +273
CVNA 40 +178
SNDK 2900 +892
TSLA 800 +194
WDC 200 +418
LULU 100 +814
BE 200 +103

Watch 3:
AMZN 100 +60
RMBS 100 +64
*BIDU 100 +65
RMBS 100 +64
ASML 120 +757/10

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— Thaddeus Thomas

December 16th

Today, investors got their hands on data that reveals a slowing economy. Welcome day three of the downward trend.

Yesterday, I revamped my brand-new sales strategy. My stocks bought and retained loss less than 0.36% (-$50.26), but if you read yesterday’s chronicle, you’ll know that the one sell that gave me pause was AG. It went up 2.24%. The system was heavy loaded with healthcare stocks, and what was popular last night wasn’t today. FUTU was the best pick of the day at 0.93%. I could have used AG, and it’s easy enough to widen the net in an action that would have caught it yesterday.

HOOD did even better: 3.59%. It was on the sell list from Friday, and to catch it, the net would have need to be far too wide. It’s on the buy list for tomorrow, but I can’t tweak the system enough to avoid the sell in the first place.

The S&P ended at -0.24%, which was better than my results, even before we account for the portion of loss from the sold stocks—which I can’t calculate. I transferred in more funds and sold the non-method stock that didn’t belong in the account. The fine details are lost, but if I had held onto the sold stocks, I would have lost 1.04%.

I’ll widen the net a little, but the sell was still the right choice.

Today’s Buys (positive in bold):
F (Ford) price dropped between after hours and pre-market
FUTU (Futu Holdings ADR) price dropped
LLY (Eli Lilly) price rose significantly
PG (Procter & Gamble) price rose
BMY (Bristol Myers Squibb) price unchanged
NTRA (Natera) price rose
GLD (SPDR Gold Shares) price dropped significantly
SIL (Global X Silver Miners ETF) price dropped significantly
TIGO (Millicom International) price rose

That list is based on me buying at 10am. The day as a whole looks like this:

F (Ford) price dropped between after hours and pre-market
FUTU (Futu Holdings ADR) price dropped
LLY (Eli Lilly) price rose significantly
PG (Procter & Gamble) price rose
BMY (Bristol Myers Squibb) price unchanged
NTRA (Natera) price rose
GLD (SPDR Gold Shares) price dropped significantly
SIL (Global X Silver Miners ETF) price dropped significantly
TIGO (Millicom International) price rose

I gain access to trading at 7am. This suggests a strategy where I buy stocks that drop as soon as I have access. Stocks that rise, I wait until 30 minutes after the opening of normal trading. (10am)

(I didn’t highlight Ford because I wasn’t going to catch that slight gain no matter what. In fact, although it dropped, it shot up by 7am, and buying it then would have increased my losses.)

All of these results may be the result of trading on a down day and may not be typical. However, I will test buying at 7am stocks that open the pre-market down and stay down until then.

Method -0.36%, not including sold stocks; S&P -0.24%

My Buys and Sells for Wednesday, 12/17/2025.

Buys: (I can’t explain the number notations. They’re something I want to track.)
PG 800
GLD 480
HOOD 300
MU 100
BIDU 300
CVX 500
NFLX 70
CVNA 40
TSLA 40
XOM 100
COO 100
QURE 100
LMND 100
NEM 1000

Gave me pause; and I’ll add:
RKLB 100 +11

Also: (Perhaps at a lower level. Experimental.)
DOW 1000 -1
PATH 1000 +1
AAL 5100 -2
HL 1000 +0
SMR 1700 -2
AEO 1200 -6
AI 2400 -8
ET 7400 +1
RILY $5.72 3900 +4
S 1400 +0

Sells:
LLY
NGD 2100 -13
TIGO
NTRA
AU
SIL
FUTU
RTX

F gave me pause; I’ll hold onto it.

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— Thaddeus Thomas

December 15th

I’ve had good results for 2.5 weeks before, but that might have been chance. Today was the first open market day while journaling, and it didn’t go well.

Today continued Friday’s dramatic drop in the market as investors unleashed their fears that AI profits will be delayed more than promised.

My stocks in the method lost a total of $681.28, today, or -1.6%. The S&P is down 0.16%, and no, that’s not a great start.

There are a few reasons for this that are actionable. First, I’d determined which stocks to sell using (for the first time) the method’s data itself rather than just a set time frame. Unfortunately, I thought the market would be rebounding today. The method didn’t tell me that; it was my assumption, and based on that assumption, I made the choice to sell at the end of the day. What that did was cause me to lose more. I will sell early from now on.

Second, my big gainers were having big sell offs, so I lost big. Hopefully, a refined selling process can avoid this in the future.

Third, Mondays are a problem that I don’t know how to fix. The data I use tracks market psychology and temperaments have a chance to cool and minds a chance to change after the market’s been closed for two days. I will track the method’s picks for Mondays and will continue to sell on Mondays, but I will probably stop buying unless the data proves that I shouldn’t be all Garfield (or Bob Geldoff) about Mondays.

Method -1.6%; S&P -0.16%

Wednesday stocks: -4.9%
Thursday: 0.26%
Friday: 0.34%
Monday: -3.28%

I only thought to add the daily totals the next morning, by which time Tuesday had been replaced. The numbers above reflect how stocks on each particular day of purchase fared today. Tuesday and Wednesday were both hurt by losses of gains made in Rocket Lab. I discuss the issues with Monday above.

My Buys and Sells for Tuesday, 12/16/2025.

Buys:
F (Ford) price dropped between after hours and pre-market
FUTU (Futu Holdings ADR) price dropped
LLY (Eli Lilly) price rose significantly
PG (Procter & Gamble) price rose
BMY (Bristol Myers Squibb) price unchanged
NTRA (Natera) price rose
GLD (SPDR Gold Shares) price dropped significantly
SIL (Global X Silver Miners ETF) price dropped significantly
TIGO (Millicom International) price rose

I’ll purchase all the buy stock, regardless of the price changes noted, but I include the notes in case they prove meaningful to the data. So far, the evidence suggests otherwise.

Sells:
LITE (Lumentum Holdings)
NEM (Newmont)
RIVN (Rivian Automotive)
BRKB (Berkshire Hathaway)
ANET (Arista Networks)
AG (First Magestic Silver)
CSCO (Cisco Systems)
TMUS (T Mobile US)
NKE (Nike)
WAB (Westinghouse Air Brakes Technologies)
GS (Goldman Sachs)
FDX (Fedex)
HD (Home Depot)
CNC (Centene)
AAPL (Apple)
AXON (Axon Enterprise)
MU (Micron Technology)
SMR (Nuscale Power)

Notes: There are more buys than I expected, and I don’t know if that bodes well for tomorrow or simply means that I’ve improved the quality of my watch lists. My experience so far has been that the better the day, the more stocks are picked up by my method. (Eventually, that becomes a problem.) If this isn’t entirely reflecting a better stock selection to choose from, it may signal a psychologically positive shift in the mark.

There are a large number of sells because a) I still own a large number of stocks from the previous week, and b) I’ve tightened the requirement for a stock to stay. Even so, I think the only stock that gave me pause was AG (First Majestic Silver).

Tuesday edit: A glance at some of the sell stocks show significant price drops between overnight and pre-market. With a selling system in price last week, most or all of these continued losses might have been avoided. If so, I hope to see a positive impact on gains starting Wednesday.

My plan for Tuesday is to sell stocks late in the pre-market. I’ll move buying from 9:30am to 10am. When I was initially testing the data on which I’m making my purchases, I was buying and selling the same day. Fighting the early volatility often improved my margins because stocks were rising. I’m now holding stocks overnight (at the very least) and with this change will test avoiding the early volatility.

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— Thaddeus Thomas

December 14th

This is still new so I’m doing this quietly.

Every night I can, I’ll post what I’ll buy and sell the next day. This is a short-hold strategy with a constantly rotating portfolio.

I currently still have long-term holds.** This experiment only makes up a portion of my total investment, and I will only share actions taken within the experiment. Unfortunately, I will not be explaining how I make my picks. The purpose of this chronicle is to create a record of its returns.

My plans for Monday 12/14/2025

Buy: MU, HD, AXON, and SMR

Sell: RKLB, STX, LITE, ANET, MRVL, BRKB, PG, COST, AAPL, MSFT, DBRG, NFLX, GOOG, FUTU, BMNR, HOOD, RTX, WAB, GLD, CSCO, APP, WDC,

Hold: IRVN, LLY, HD*, TMUS, SIL, PAAS, NEM, CNC, NKE, WPM, GS, AU, AG

*HD has been on the buy list for three days now.

None of this is a recommendation, but even if this ever comes to point that you want to follow what I’m doing, sell and hold only applies to shares bought under this method. I don’t intend to continue listing what I’ll hold, but with this first post, it establishes what I currently own.

Starting tomorrow, I’ll share my daily ROI and how that compares to the S&P.

Everything I’m doing is subject to change as I gather more data from the experiment and refine my method.

If you want to subscribe to this section, you’ll have to visit the account page and toggle it on. This section replaces GOAL:10k. If you were subscribed to that section but don’t want this one, you’ll need to toggle it off.

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— Thaddeus Thomas

** It’s not relevant, but for my long-term holds, I subscribe to Leaderboard by Investors Business Daily. I became interested in IBD after reading How to Make Money in Stocks by William J. O’Neil, and I appreciate that Leaderboard doesn’t consume my time with useless information. They offer a model portfolio, and I follow it. As for results, I haven’t been with them long enough to say, and I mention this only to answer the question about what I do for longer-term investing. They’re not really long-term investors, however, not in the sense of holding investments over a year to avoid short-term gains and the related taxes. (I have not been paid nor asked to say any of this.)

The Literary Salon with Thaddeus Thomas

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