Near-Term Road Map

I have multiple projects I wish to pursue in the near future.

With regard to blogging, I want to assemble an action plan based on the recently completed incident report [and of course publish the other one as well]. I want to explain Health Savings Accounts (HSA), what benefits they offer, and determine what investment approach I will use for mine. Similarly, I want to determine an investment approach for my IRA in terms of passive and broadly diversified (ETFs) with respect to work done by Craig Israelsen and Paul Merriman.

I want to give AT a good, hard look since I planned incorporate into my trading portfolio after last year’s debacle. Now that I finally finished the report linked above, it’s time to stop dragging my feet and follow-through here as well. Before actually reaching out to SO with questions and/or an offer, I should go back and review the series of articles written a few years ago. I may also try and refresh correspondence with TS for some ideas and background.

Speaking of modifying the trading plan, I’d like to give another look at 0 DTE approaches whether they be ORB, A14, or something else. I also want to take a closer look at QDTE as a repository for storing money I plan to deploy into stock purchases. Good places to start this examination may include articles here, here, and the video here.

I want to code my Positions spreadsheet to make adding new inventory easier (e.g. inserting new line and populating with all necessary components).

I want to review Python and create code to scrape sales and earnings estimates for FC reports. Maybe I can even develop some sort of AI script or prompts to help write some of the more formulaic paragraphs.

Finally, I want to refresh my math knowledge and look into tutoring either on a volunteer basis or with proceeds going to charity or non-profit(s). I’d also like to look into teaching investing concepts to students (high school) and maybe reaching out again to SGL for inspiration/direction to see what she’s done lately and also to KR of NE Ohio Chapter to hear more about her background and how I might get this started.