2025-05-27 Prompt with Volume

Revised Wealth Preservation Strategy (WPS) Prompt - 2025/06/27 1. Objective Update my Wealth Preservation Strategy (WPS) for a $1M portfolio (snapshot provided) to ensure retirement stability and ~$40,000 annual income (3.7% withdrawal, 2% real growth above 3.1% inflation, totaling ~$44,900 by 2027) at age 66. Continue our evolving dialogue, leveraging prior insights (e.g., Liberation Day correction, stress tests, volume studies) without reinventing the wheel. Align with my “Paranoid Survive” approach, emphasizing diversified allocations, gain harvesting, and risk mitigation across asset classes (equities, funds, cash, international, growth, income, sectors). Ensure maximum drawdown <20% in stress tests, portfolio recovery within 18 months post-correction (e.g., 10% crash), and risk-adjusted return >3%. Benchmark against S&P 500, 60/40 portfolio. Track metrics quarterly. 2. Cycle and Macro Analysis Monitor concentration risk, capping single-stock exposure at 5% (e.g., reduce MSFT from 7.48%) and sector exposure at 15% (e.g., tech ~12.5%). Suggest reallocations to diversify (e.g., MSFT proceeds to SCHD, XOM) if limits breached, using volume signals (e.g., high-volume nodes for accumulation, low-volume breakouts for distribution) to time entries/exits per Wyckoff cycles (accumulation, mark-up, distribution, mark-down). Track multiple market cycles (equity, bond, currency, geopolitical, sector-specific) and macro triggers (Zweig Breadth Thrust, BRICS de-dollarization, FOMC, Leading Economic Indicators). Analyze reinforcements (e.g., debt crisis + equity correction) and cancellations (e.g., BRICS gains + U.S. equity losses) with likelihoods (High >70%, Medium 50-70%, Low <50%) and magnitudes (e.g., 10% portfolio loss, 1.5% gain). Use the following indicators, cadences, and volume signals aligned with Wyckoff cycles: Equity Cycle: Weekly S&P 500 breadth (<40% above 200-day SMA), P/E (>25x), RSI (>70 sell, <30 buy), futures (NQ, ES, YM, RU) post-April 2025 ZBT. Monitor volume profiles for high-volume nodes (accumulation) and low-volume breakouts (distribution), and Cumulative Volume Delta (CVD) for buyer/seller dominance. Bond Cycle: Monthly 10-year Treasury yield (>4.5%), 2-10 year spread, FOMC rate path. Track bond fund volume (e.g., VBIL, VCIT) for institutional flows at support levels. Currency Cycle: Monthly DXY (<95), BRICS trade agreements. Monitor retail volume spikes in Bitcoin (e.g., IBIT) on X for de-dollarization signals. Geopolitical Cycle: Quarterly tariff updates (e.g., 15% U.S. tariffs), oil prices (>$85/barrel). Track institutional volume in energy (e.g., XOM) and international funds (e.g., VYMI) for accumulation. Sector Cycles: Monthly RSI, earnings for tech (e.g., MSFT, INTC), energy (e.g., XOM), healthcare (e.g., JNJ, PFE), consumer (e.g., F, WBA). Provide candidate moves (e.g., sell MSFT at $480 on low-volume breakout, buy INTC at $18 on high-volume support) tied to cycle triggers and Wyckoff phases. Monitor market behavior at all-time highs, volume indications (e.g., retail vs. institutional flows in Time & Sales, FINRA off-exchange data), and macro signals (e.g., LEI, retail sales) using denoised X sentiment and authoritative sources (Bloomberg, CNBC). Volume Action: Summarize recent volume action (e.g., volume profiles, CVD, retail vs. institutional flows), significant changes (e.g., retail options spikes, institutional sector rotation, breakouts, range extensions, reversals), and implications for WPS positioning, using Wyckoff cycles (e.g., accumulation at high-volume nodes, distribution at low-volume breakouts). Leverage available resources (e.g., aggregated data, X sentiment, FINRA reports) to inform triggers and reallocations. Wychoff Price Action Summary Studies: Price Action Summary for specific holdings to target range extensions beyond support/resistance based on Volume Profiles Value Areas (70%). The principal Time frames to be considered is the 20 day and includes the overnight data. When useful in providing supporing the 20 day examination, include the volume profiles of the 1 year, 3 year and maximum history.va Price Extension Beyond Value Areas: Whenever price extends beyond Value areas, targets may be suggested based on such things as Intrinsic value, Support/Resistance zones from expanded historical time frames, Fibbonachi extrapolations, moving averages, and/or sentiment stated targets. Basis for extrapolated targets will be explained to facilitate factfinding and discussions with Financial Advisors. Conventions: To facilitate correlation and communications, please note the time frames used in Volume Profile, Fibbonachi, moving averages and other indicators. Also, for Fibbonachi, please state the start and end points used. When discussing thresholds and instrinsic values, please provide relative description (e.g. approaching, near, crossed, waaaaay past, etc). Thank You! 3. Punch List Update the following Punch List items, categorized by priority, with triggers, volume signals (e.g., high-volume nodes, retail options spikes, CVD trends), and reallocation recommendations by asset class to facilitate advisor discussions. Limit updates to 3-7 key points per item, focusing on developments since June 2025, aligned with Wyckoff cycles (accumulation, mark-up, distribution, mark-down). High Priority (Likelihood >70%): INTC (Rising Phoenix): Buy/sell triggers (e.g., buy at ~$18 on high-volume support, target $45), 18A/foundry progress, leadership impact, recovery timeframe (2025-2027). Monitor institutional volume (large trades) for accumulation, retail options spikes for volatility. MSFT/TSLA: Harvest trigger updates (e.g., MSFT $480, TSLA $450 on low-volume breakouts, RSI >70), OpenAI/Musk legal updates, TSLA robotaxi delay impact. Track retail 0DTE options volume (>60%) for distribution risks. BRICS De-dollarization: DXY <95 triggers, VYMI allocation (to 1%), Bitcoin hedge (1% IBIT ETF). Monitor retail volume spikes in Bitcoin on X, institutional volume in VYMI for accumulation. For context, we have recently harvested from MSFT, TSLA, WMT and GE. The portfolio snapshot reflects these harvests. Watch List (Likelihood <50-70%): AAPL: Buy/sell triggers (e.g., buy ~$190 on high-volume support, target $230), AI integration lag, tariff impact, regulatory pressures. Monitor retail volume (small trades) for FOMO, institutional volume for stability. F (Phoenix Thesis): EV recovery, tariff pressure (15%), inventory, competition, policy shifts (e.g., EV tax credit). Track low retail volume for recovery signals, institutional volume for accumulation. Defence and Aerospace: Conduct a survey of the industry and forecasts for Defence and Aerospace related holdings (e.g. LMT, BA, PLTR). Crushed Equities: Survey of equities that have been crushed (e.g. What Jack Welch did to GE, Lockheed L-1011 recovery). Present list includes BA (supply chain, recovery to $200), WBA (turnaround progress, dividend cut risk, retail closures), INTC (see above). Monitor volume profiles for distribution (BA, WBA) or accumulation (INTC). Monitor and comment on present price compared to intrinsic value, and turnaround aspects. Identify other similarly crushed equities for consideration. Stress Tests (including dynamic stress testing): Retracement to 200-month MA Cyber attack Debt resolution failure Full BRICS Tariff Negotiation and Volatility (next) 2027 Tech Burst (next) DXY < 95 EU/U.S. AI fines Climate Policy Geopolitical Escalation Provide key metrics (e.g., 7-22% loss range, recovery potential, likelihood, volume-based triggers like retail options spikes >60% or declining CVD) and confirm or suggest new holdings aligned with Wyckoff cycles. 4. Board of Wise Minds Integrate insights from the following Wise Minds, highlighting their philosophical strengths, present cycles, volume signals (e.g., institutional accumulation, retail FOMO), and alignment with WPS triggers. Address key tensions (e.g., Laffont’s growth vs. Buffett’s value in tech cycle). Include vetting status: Warren Buffett: Moats (e.g., XOM, JNJ), intrinsic value (e.g., MSFT ~$420, AAPL ~$230), buy on panic, equity cycle, permanent member. Align with high-volume accumulation phases. Jamie Dimon: Bond/debt risks (e.g., yield >4.5%), financials (e.g., BAC), permanent member. Monitor institutional volume in financials for support. Jane Fraser: Globalization, emerging markets (e.g., VYMI, TEMWX), permanent member. Track institutional volume in VYMI for BRICS-related accumulation. Jerome Powell: FOMC rates, income stability (e.g., SCHD), permanent member. Monitor bond fund volume (e.g., VCIT) for rate-driven flows. Philippe Laffont (vetting): AI, growth tech (e.g., MSFT, INTC), Bitcoin, finalize by Q3 2025. Limit to 2-3 insights (e.g., AI infrastructure, EM tech, retail options volatility). Align with tech volume spikes. Leon Cooperman (vetting): Value, contrarian buys (e.g., INTC, PFE), debt crisis, finalize by Q3 2025. Limit to 2-3 insights (e.g., sell strength on low-volume breakouts, energy overweight). Align with institutional accumulation. Ray Dalio (vetting): Debt cycles, BRICS expertise. Monitor retail Bitcoin volume, institutional VYMI flows. New Candidates: Suggest 1-2 candidates with reputation, proven cycle navigation, diversified thesis expanding our Board. Provide vetting subjects (e.g., volume-driven cycle analysis, sector rotation). 5. Lessons Learned Maintain a living list of historical events: 7 Bad (1929 Crash, Black Monday 1987, Dot-Com 2000-2002 with comparisons to current AI rise, GFC 2007-2009, COVID-19 2020); 7 Good (Buffett’s Apple, Icahn’s Netflix, Amazon post-Dot-Com, Burry’s GameStop, S&P 500 SIP 2007-2025). Summarize each in one paragraph, covering triggers, impact, lessons, and Wise Minds’ insights (e.g., Buffett on cash, Cooperman on contrarian buys), emphasizing volume patterns (e.g., retail spikes in Dot-Com, institutional accumulation in COVID-19). Align lessons with WPS strategies (e.g., liquidity, dip-buying on high-volume support). Prioritize lessons relevant to active cycles (e.g., Dot-Com for tech, GFC for bonds), focusing on AI rally vs. Dot-Com bubble for 2027-2028 correction thesis. 6. Outputs Deliver a text-based, Google Docs-friendly artifact: Include tax considerations for harvesting (e.g., long-term vs. short-term capital gains, hold periods for MSFT, TSLA) and reallocations (e.g., tax-free bond swaps for VBIL to VCIT). Suggest tax-loss harvesting (e.g., sell WBA, BA at losses to offset MSFT gains) and Roth conversion opportunities to minimize tax drag, using volume signals to time actions (e.g., sell on low-volume breakouts). Main Report: Concise updates for Punch List (1-2 paragraphs per item), stress tests (key metrics, e.g., 7-22% loss range, volume-based triggers), and Lessons Learned (1 paragraph per event, highlighting volume patterns). Advisor Summary: List key triggers (e.g., MSFT sell at $480 on low-volume breakout, INTC buy at $18 on high-volume support), reallocations (e.g., VYMI to 1%, VBIL to VCIT), and nuggets (e.g., DXY <95, INTC 18A progress, retail options spikes). Schedule advisor reviews monthly (e.g., post-FOMC, earnings) for triggers and quarterly (e.g., tariff updates) for reallocations and stress tests. Provide talking points (e.g., INTC dip-buying, Bitcoin hedge feasibility, volume-driven cycle signals). Appendices: Detailed cycle models, stress test simulations, and Wise Minds vetting (unlimited pages). Include a near-term calendar (e.g., July-September 2025: FOMC, INTC earnings, tariff updates) and monitoring schedule: Weekly: S&P 500 breadth, RSI for MSFT, TSLA, INTC, volume profiles for accumulation/distribution, Time & Sales for retail vs. institutional flows. Monthly: DXY, 10-year yield, LEI, retail sales, FINRA off-exchange data for retail volume. Quarterly: Tariffs, oil prices, BRICS pacts, FOMC statements. Check xAI system limitations and note if approached. Confirm no tracking risks from portfolio data (anonymize holdings, e.g., aggregate LMIMCO funds as “LMIMCO Aggregate”). 7. Constraints Use denoised X sentiment and authoritative sources (Bloomberg, CNBC) for cycle tracking, macro updates, and Wise Minds insights. Avoid tracking risks by anonymizing portfolio data (e.g., normalize to $1M, aggregate funds like LMIMCO). Flag if excessive data could enable tracking to actual holdings. 8. Change Log Feedback and Iteration: Document advisor feedback (e.g., trigger feasibility, reallocation constraints) and market-driven changes (e.g., new cycles, stress tests). Review prompt quarterly (e.g., October 2025) to update priorities (e.g., shift INTC to Watch List post-recovery), cadences (e.g., daily RSI if volatile), or Wise Minds (e.g., formalize Dalio). After each advisor meeting, note which triggers worked (e.g., MSFT harvest), which need adjustment (e.g., INTC buy at ~$16), and new nuggets. Update Change Log and Lessons Learned (e.g., add successful triggers like MSFT harvest) quarterly. June 2025: Added Ray Dalio as Wise Mind candidate for BRICS/debt expertise. Q2 2025: Harvested WMT, reinvested in SCHD. July 2025: Clarified PAPA as potential typo for PFE (0.38%); awaiting confirmation. July 2025: Added success metrics, concentration risk, dynamic stress tests, tax considerations, feedback loop. July 2025: Specified real income growth, AI regulation stress test example. June 27, 2025: Enhanced volume analysis and Wyckoff cycle integration across Cycle and Macro Analysis, Punch List, Board of Wise Minds, Lessons Learned, and Outputs. Aggregated LMIMCO holdings for anonymization. Portfolio Snapshot - 6/30/25 VMFXX 0.33% VIGAX 5.06% VBIL 8.43% VCLT 0.59% VCRB 8.23% VWOB 0.99% VYMI 0.42% VTI 3.33% BAC 0.42% PLTR 1.65% BA 0.67% FMFXX 0.09% TEMWX 2.83% LMIMCO 2025 Target 13.12% LMIMCO ESOP (LMT) 10.19% LMIMCO Large Cap Index 5.92% LMIMCO Small Mid Cap Index 1.97% LMIMCO Company Stock (LMT) 4.52% LMIMCO Global Equities Fund 2.36% GE 0.84% GEHC 0.12% GEV 0.45% WAB 0.03% WBA 0.39% USAIX 2.95% USTEX 1.13% SWVXX 4.96% VCIT 0.55% SCHD 0.62% AAPL 0.66% CCJ 0.48% F 0.08% INTC 1.28% JNJ 0.78% MSFT 7.76% OGE 0.23% PFE 0.38% MTSUY 0.47% SSUMY 0.45% T 1.71% TSLA 1.00% VZ 0.11% WMT 0.81% XOM 0.56%

2025-06-25 Grok Proposed Prompt Revision

Revised Wealth Preservation Strategy (WPS) Prompt 1. Objective Update my Wealth Preservation Strategy (WPS) for a $1M portfolio (snapshot provided) to ensure retirement stability and ~$40,000 annual income (3.7% withdrawal, 2% real growth above 3.1% inflation, totaling ~$44,900 by 2027) at age 66. Continue our evolving dialogue, leveraging prior insights (e.g., Liberation Day correction, stress tests) without reinventing the wheel. Align with my “Paranoid Survive” approach, emphasizing diversified allocations, gain harvesting, and risk mitigation across asset classes (equities, funds, cash, international, growth, income, sectors). Ensure maximum drawdown <20% in stress tests, portfolio recovery within 18 months post-correction (e.g., 10% crash), and risk-adjusted return >3%. Benchmark against S&P 500, 60/40 portfolio. Track metrics quarterly. 2. Cycle and Macro Analysis Monitor concentration risk, capping single-stock exposure at 5% (e.g., reduce MSFT from 7.48%) and sector exposure at 15% (e.g., tech ~12.5%). Suggest reallocations to diversify (e.g., MSFT proceeds to SCHD, XOM) if limits breached. Track multiple market cycles (equity, bond, currency, geopolitical, sector-specific) and macro triggers (Zweig Breadth Thrust, BRICS de-dollarization, FOMC, Leading Economic Indicators). Analyze reinforcements (e.g., debt crisis + equity correction) and cancellations (e.g., BRICS gains + U.S. equity losses) with likelihoods (High >70%, Medium 50-70%, Low <50%) and magnitudes (e.g., 10% portfolio loss, 1.5% gain). Use the following indicators and cadences: Equity Cycle: Weekly S&P 500 breadth (<40% above 200-day SMA), P/E (>25x), RSI (>70 sell, <30 buy), futures (NQ, ES, YM, RU) post-April 2025 ZBT. Bond Cycle: Monthly 10-year Treasury yield (>4.5%), 2-10 year spread, FOMC rate path. Currency Cycle: Monthly DXY (<95), BRICS trade agreements. Geopolitical Cycle: Quarterly tariff updates (e.g., 15% U.S. tariffs), oil prices (>$85/barrel). Sector Cycles: Monthly RSI, earnings for tech (e.g., MSFT, INTC), energy (e.g., XOM), healthcare (e.g., JNJ, PFE), consumer (e.g., F, WBA). Provide candidate moves (e.g., sell MSFT at $480, buy INTC at $18) tied to cycle triggers. Monitor market behavior at all-time highs, volume indications (e.g., Level 2 data), and macro signals (e.g., LEI, retail sales) using denoised X sentiment and authoritative sources (Bloomberg, CNBC). Volume Action: Please summarize recent volume action, any significant changes, and potential implications to our WPS using available resources and capabilities at Grok's disposal. 3. Punch List Update the following Punch List items, categorized by priority, with triggers, volume signals, and reallocation recommendations by asset class to facilitate advisor discussions. Limit updates to 3-7 key points per item, focusing on developments since June 2025. High Priority (Likelihood >70%): INTC (Rising Phoenix): Buy/sell triggers (e.g., buy at ~$18, target $45), 18A/foundry progress, leadership impact, recovery timeframe (2025-2027). MSFT/TSLA: Harvest triggers (e.g., MSFT $480, TSLA $450), OpenAI/Musk legal updates, TSLA robotaxi delay impact. BRICS De-dollarization: DXY <95 triggers, VYMI allocation (to 1%), Bitcoin hedge (1% IBIT ETF). Watch List (Likelihood <50-70%): AAPL: Buy/sell triggers (e.g., buy ~$190, target $230), AI integration lag, tariff impact, regulatory pressures. F (Phoenix Thesis): EV recovery, tariff pressure (15%), inventory, competition, policy shifts (e.g., EV tax credit). Crushed Equities: BA (supply chain, recovery to $200), WBA (dividend cut risk, retail closures), INTC (cross-reference Rising Phoenix). Stress Tests (including dynamic stress testing): Retracement to 200-month MA, Cyber attack, Debt resolution failure, Full BRICS, 2027 Tech Burst, DXY < 95, EU/U.S. AI fines, Climate Policy, Geopolotical Escalation Provide key metrics (e.g. loss range, recovery potential, liklihood, triggers) and Confirm or suggest new holdings. 4. Board of Wise Minds Integrate insights from the following Wise Minds, highlighting their philosophical strengths, the present cycles, and alignment with WPS triggers. Address any key tensions between these Wise Minds (e.g., Laffont’s growth vs. Buffett’s value in tech cycle). Include vetting status: Warren Buffett: Moats (e.g., XOM, JNJ), intrinsic value (e.g., MSFT ~$420, AAPL ~$230), buy when there is panic on the streets, equity cycle, permanent member. Jamie Dimon: Bond/debt risks (e.g., yield >4.5%), financials (e.g., BAC), permanent member. Jane Fraser: Globalization, emerging markets (e.g., VYMI, TEMWX), permanent member. Jerome Powell: FOMC rates, income stability (e.g., SCHD), permanent member. Philippe Laffont (vetting): AI, growth tech (e.g., MSFT, INTC), Bitcoin, finalize by Q3 2025. Limit vetting to 2-3 insights (e.g., AI infrastructure, EM tech). Leon Cooperman (vetting): Value, contrarian buys (e.g., INTC, PFE), debt crisis, finalize by Q3 2025. Limit vetting to 2-3 insights (e.g., sell strength, energy overweight). Ray Dailo (vetting): debt cycles, BRICS expertise New Candidates: Suggest 1-2 candidates with reputation, proven cycle navigation, diversified thesis expanding our Board. Provide recommendations of subjects for vetting or formalizing new members. 5. Lessons Learned Maintain a living list of historical events: 7 Bad: 1929 Crash, Black Monday 1987, Dot-Com 2000-2002 with comparisons to current AI rise, GFC 2007-2009, COVID-19 2020; 7 Good: Buffett’s Apple, Icahn’s Netflix, Amazon post-Dot-Com, Burry’s GameStop, S&P 500 SIP 2007-2025). Summarize each in one paragraph, covering triggers, impact, lessons, and Wise Minds’ insights (e.g., Buffett on cash, Cooperman on contrarian buys). Align lessons with WPS strategies (e.g., liquidity, dip-buying). Prioritize lessons relevant to active cycles (e.g., Dot-Com for tech, GFC for bonds) A topic we are developing is comparing the similarities and differences between the dot-com bubble and the present AI rally to the thesis that there will be a major correction around 2027-2028. 6. Outputs Deliver a text-based, Google Docs-friendly artifact: Include tax considerations for harvesting (e.g., long-term vs. short-term capital gains, hold periods for MSFT, TSLA) and reallocations (e.g., tax-free bond swaps for VBLIL to VCIT). Suggest tax-loss harvesting (e.g., sell WBA, BA at losses to offset MSFT gains) and Roth conversion opportunities to minimize tax drag. Main Report: Concise updates for Punch List (1-2 paragraphs per item), stress tests (key metrics, e.g., 7-22% loss range, triggers), and Lessons Learned (1 paragraph per event). Advisor Summary: Listing key triggers (e.g., MSFT sell at $480, INTC buy at $18), reallocations (e.g., VYMI to 1%, VBLIL to VCIT), and nuggets (e.g., DXY <95, INTC 18A progress). Schedule advisor reviews monthly (e.g., post-FOMC, earnings) for triggers (e.g., MSFT $480) and quarterly (e.g., tariff updates) for reallocations and stress tests. Provide talking points (e.g., INTC dip-buying, Bitcoin hedge feasibility). Appendices: Detailed cycle models, stress test simulations, and Wise Minds vetting (unlimited pages for depth). Include a near-term calendar (e.g., July-September 2025: FOMC, INTC earnings, tariff updates) and monitoring schedule: Weekly: S&P 500 breadth, RSI for MSFT, TSLA, INTC. Monthly: DXY, 10-year yield, LEI, retail sales. Quarterly: Tariffs, oil prices, BRICS pacts, FOMC statements. Check xAI system limitations and note if any are approached. Confirm no tracking risks from portfolio data (anonymize holdings, e.g., LMIMCO as aggregate). 7. Constraints Use denoised X sentiment and authoritative sources (Bloomberg, CNBC) for cycle tracking, macro updates, and Wise Minds insights. Avoid tracking risks by anonymizing portfolio data (e.g., normalize to $1M, aggregate funds). Flag if excessive data is provided that could enable tracking to actual holdings. 8. Change Log Feedback and Iteration: Document advisor feedback (e.g., trigger feasibility, reallocation constraints) and market-driven changes (e.g., new cycles, stress tests). Review prompt quarterly (e.g., October 2025) to update priorities (e.g., shift INTC to Watch List post-recovery), cadences (e.g., daily RSI if volatile), or Wise Minds (e.g., formalize Dalio). After each advisor meeting, note which triggers worked (e.g., MSFT harvest), which need adjustment (e.g., INTC buy at ~$16), and new nuggets. Update Change Log and Lessons Learned (e.g., add successful triggers like MSFT harvest) quarterly. June 2025: Added Ray Dalio as Wise Mind candidate for BRICS/debt expertise. Q2 2025: Harvested WMT, reinvested in SCHD. July 2025: Clarified PAPA as potential typo for PFE (0.38%); awaiting confirmation. July 2025: Added success metrics, concentration risk, dynamic stress tests, tax considerations, feedback loop. July 2025: Specified real income growth, AI regulation stress test example. Portfolio Snapshot - 6/20/25 VMFXX 0.95% VIGAX 4.94% VBIL 8.47% VCLT 0.59% VCRB 8.20% VWOB 0.98% VYMI 0.42% VTI 3.25% FMFXX 0.09% TEMWX 2.73% LMIMCO 2025 Target 13.04% LMIMCO ESOP (LM shares) 10.43% LMIMCO Large Cap Index 5.82% LMIMCO Small Mid Cap Index 1.93% LMIMCO Company Stock (LM Shares) 4.47% LMIMCO Global Equities Fund 2.32% USAIX 2.94% USTEX 1.13% SWVXX 4.98% VCIT 0.55% SCHD 0.63% GE 0.79% GEHC 0.11% GEV 0.42% WAB 0.03% WBA 0.39% BAC 0.64% PLTR 1.67% BA 0.64% AAPL 0.65% CCJ 0.45% F 0.08% INTC 1.21% JNJ 0.79% MSFT 7.48% OGE 0.23% PFE 0.38% MTSUY 0.46% SSUMY 0.44% T 1.74% TSLA 0.99% VZ 0.11% WMT 0.79% XOM 0.59%

2025-06-23 Prompt

Grok, please provide a Wealth Preservation Strategy (WPS) update for my portfolio normalized in percentages to a $1M (snapshot below to ensure retirement stability and income at age 66. Note: This is a continuation of ongoing dialogues with Grok - We are having an evolving conversation and not reinventing the wheel. For this run, I would like the unlimited page report format as we've noticed Grok's ability to uncover nuggets to follow up on. We don't often ask for these as Grok is excellent at uncovering nuggets to add to this WPS but we would like a "long range full sensor sweep", please. Please align with my ‘Paranoid Survive’ approach, focusing on leading indicators (with High/Medium/Low likelihoods) and watch areas by asset class (equities, funds, cash, international, growth, income, sectors) to facilitate advisor discussions. We will employ diverse allocations and harvesting gains along with other proven methods. Incorporate guidelines from our Board of Wise Minds: Warren Buffett’s criteria (moats, intrinsic value), real returns vs. 3% inflation, Dimon's warnings that the bond world is fixing to break, Citibank CEO Finch's remarks of globalization that's occuring, Jerome Powell's remarks from the FOMC viewpoint. Other minds may be brought into the party as the discussion warrants. We recognize, welcome, allow healthy tensions and counter positions for consideration. Newcomers we are currently vetting include 1) Philippe Laffont, Founder of Coatue Management and 2) Leon Copperman (value-oriented, contrarian philosophy) so for these we are vetting, please elaborate throughout how they fit. Also, has there been any recently identified Wise Minds to consider adding? Macro Watch items include mapping where we are in market cycles, Leading Indicators, track price targets for the (NQ, ES, YM, RU) resulting from the April ZBT trigger. BRICS de-dollarization, FOMC, Growth Sleeves, market behaviour as we approach all time highs and Market Cycles. We wish to use Grok's ability to track multiple market cycles, where they reinforce, where they cancel, an candidate moves for these events in a forward looking manner by providing liklihood and magnitude. We seek to strengthen our assessments of this multi cycle interactions with what our Board of Wisemen would suggest. These watch items are to be monitored and status key holdings for trigger thresholds, upcoming warnings, any underlying volume indications, reallocation recommendations (to be discussed with my advisor) by class of holding (to facilitate discussions) Use denoised and authoritative sources of sentiment, including X and other credible sites for both assessments on current situation and notification of new watch areas. A run down on the near term calendar of topics we should keep an eye on will help plan our time. Deliver a text-based artifact (Google Docs-friendly, no complex tables) with an action plan (immediate, short-term, long-term). If there are any xAI system issues or limitations we are coming close to encroaching, please advise. Please inform if too much information is being provided which would allow tracking to the actual holdings. Please provide a 2 to 3 page summary for meetings with my advisor, of a condensed listing of key triggers and talking points, and nuggets to keep an eye on. We are tracking a Punch List of Loose Ends as they bring focus on watch areas in our Paranoide Survive approach. For this product, we are scrutinizing details in an unlimited page limit. Statuses to this list are to include any new developments for discussion and possible incorporation to monitor Detailed Topics we are currently tracking include: a) INTC (Rising Phoenix)Status with any updates - Their new leadership (dynamics, new focus, actions taken, results) - Their Product Lines (18a, AI, Foundary, Packaging, etc) status - Timeframe forecasts on their contributions towards INTCs recovery. b) TSLA Status with any updates - Delay of Robotaxi rollout due to Democratic Lawmaker requests - Their broad product line status c) The MSFT/OpenAI/Musk courts situation and updates d) AAPL Status with any updates - Production line move - Designer departure (Jony Ives) - AI Integration lags, - Regulatory pressures f) F Phoenix Thesis and any updates - Tariffs - EV recovery - Inventory - Geopolitical - EV tax credit Policy shift - Competition f) Monitoring and status "ripening" Equities for a 10% Harvest based on Intrinsic Value - MSFT - AAPL - TSLA - WMT (Done - Harvested) - XOM - T (Monitor target) - BAC (Monitor target) g) Crushed Equities - Their situations,abilities to recover and any updates. - BA - WBA - PAPA - INTC h) Stress Testing Scenarios - Presently in factfinding - Retracement to the 200 Month Moving Average - Crippling Cyber Attack - Domestic Failure to address debt - Global achievement of full BRICS - Ability to withstand the Gene Munster 2027 "Spectacular Burst" - Ability to withstand economic crash theories We are also compiling and maintaing a listing of Lessons Learned, both good and bad, details leading to the event, impact, lessons learned, WPS Alignment, and what our Board of Wise Minds would have to say. This will be a living list to reference for guidance when future situations occurs. The Bad - Wall Street Crash of 1929 - Black Monday (1987) - Dot-Com Bubble Burst (2000-2002) - Global Financial Crisis (2007-2009) - COVID-19 Crash (2020) The Good - Buffett's Apple Investment (2016-Present) - Icahn's Netflix Stake (2012-2015) - Amazon's Post-Dot-Com Piot (2001-2025) - Burry's GameStop Bet (2019-2021) - S&P 500 SIP (2007-2025) Thank You! Portfolio Snapshot - 6/20/25 VMFXX 0.95% VIGAX 4.94% VBIL 8.47% VCLT 0.59% VCRB 8.20% VWOB 0.98% VYMI 0.42% VTI 3.25% FMFXX 0.09% TEMWX 2.73% LMIMCO 2025 Target 13.04% LMIMCO ESOP (LM shares) 10.43% LMIMCO Large Cap Index 5.82% LMIMCO Small Mid Cap Index 1.93% LMIMCO Company Stock (LM Shares) 4.47% LMIMCO Global Equities Fund 2.32% USAIX 2.94% USTEX 1.13% SWVXX 4.98% VCIT 0.55% SCHD 0.63% GE 0.79% GEHC 0.11% GEV 0.42% WAB 0.03% WBA 0.39% BAC 0.64% PLTR 1.67% BA 0.64% AAPL 0.65% CCJ 0.45% F 0.08% INTC 1.21% JNJ 0.79% MSFT 7.48% OGE 0.23% PFE 0.38% MTSUY 0.46% SSUMY 0.44% T 1.74% TSLA 0.99% VZ 0.11% WMT 0.79% XOM 0.59%

2025-06-22 Prompt Cleanup

Wealth Preservation Strategy (WPS) Prompt – June 22, 2025 Grok, please provide a Wealth Preservation Strategy (WPS) update for my portfolio normalized in percentages to a $1M (snapshot below) to ensure retirement stability and income at age 66. Note: This is a continuation of ongoing dialogues with X - We are having an evolving conversation and not reinventing the wheel. Please align with my ‘Paranoid Survive’ approach, focusing on leading indicators (with High/Medium/Low likelihoods) and watch areas by asset class (equities, funds, cash, international, growth, income, sectors) to facilitate advisor discussions. We will employ diverse allocations and harvesting gains along with other proven methods. Incorporate guidelines from our Board of Wise Minds: Warren Buffett’s criteria (moats, intrinsic value), real returns vs. 3% inflation, Jamie Dimon’s warnings that the bond world is fixing to break, Citibank CEO Jane Fraser’s remarks on globalization that’s occurring, Jerome Powell’s remarks from the FOMC viewpoint. Other minds may be brought into the party as the discussion warrants. We recognize, welcome, and allow healthy tensions and counter positions for consideration. Macro Watch items include Leading Indicators, targets from the April ZBT trigger, BRICS de-dollarization, FOMC, Growth Sleeves. These watch items are to be monitored and status key holdings for trigger thresholds, upcoming warnings, and reallocation recommendations (to be discussed with my advisor) by class of holding (to facilitate discussions). Use denoised and authoritative sources of sentiment, including X and other credible sites for both assessments on current situation and notification of new watch areas. Deliver a text-based artifact (Google Docs-friendly, no complex tables) with an action plan (immediate, short-term, long-term). If there are any xAI system issues or limitations we are coming close to encroaching, please advise. Finally, provide a one-page summary for meetings with my advisor, with a condensed listing of key triggers and talking points. Also, at this time, we are reviewing our Punch List of loose ends and how to include these in our Paranoid Survive watch list. We have examined INTC (Rising Phoenix, new leadership, list of their product lines and forecasts on INTC’s road to recovery), the TSLA recovery (delay of Robotaxi rollout due to regulatory challenges and their broad product line), the MSFT/OpenAI/Musk courts happening (as we have a sizable MSFT holding), and AAPL watch (production line move, key design team shifts, AI integration lags, regulatory pressures, and market competition). We keep an eye on this list of loose ends. Also, you and I are developing how to incorporate Level 3 Order Book data as a means to support assessing price action. This continues to be a work in progress and follows the premise that there is some physics behind price action. As we develop, using the available data the xAI model has access to is acceptable, as are its inherent time lags. Our premise is that understanding the nature and description of volume-related data, using suitable volume-related indicators/oscillators (such as bid/ask sizes or On-Balance Volume) to characterize flow direction (buying vs. selling), flow differentials, flow momentum, and descriptive sentiment statements from authoritative sources, will help us better judge price action and facilitate discussions with advisors. Thank You! Portfolio Snapshot - 6/20/25 VMFXX: 0.95% VIGAX: 4.94% VBIL: 8.47% VCLT: 0.59% VCRB: 8.20% VWOB: 0.98% VYMI: 0.42% VTI: 3.25% FMFXX: 0.09% TEMWX: 2.73% LMIMCO 2025 Target: 13.04% LMIMCO ESOP (LM shares): 10.43% LMIMCO Large Cap Index: 5.82% LMIMCO Small Mid Cap Index: 1.93% LMIMCO Company Stock (LM Shares): 4.47% LMIMCO Global Equities Fund: 2.32% USAIX: 2.94% USTEX: 1.13% SWVXX: 5.37% VCIT: 0.55% SCHD: 0.55% GE: 0.79% GEHC: 0.11% GEV: 0.42% WAB: 0.03% BAC: 0.64% PLTR: 1.67% BA: 0.64% AAPL: 0.65% CCJ: 0.45% F: 0.08% INTC: 1.21% JNJ: 0.79% MSFT: 7.48% OGE: 0.23% PFE: 0.38% MTSUY: 0.46% SSUMY: 0.44% T: 1.74% TSLA: 0.99% VZ: 0.11% WMT: 0.87% XOM: 0.59%

2025-06-21 Prompt Revision

Grok, please provide a Wealth Preservation Strategy (WPS) update for my portfolio normalized in percentages to a $1M (snapshot below) to ensure retirement stability and income at age 66. Note: This is a continuation of ongoing dialogues with X - We are having an evolving conversation and not reinventing the wheel. Please align with my ‘Paranoid Survive’ approach, focusing on leading indicators (with High/Medium/Low likelihoods) and watch areas by asset class (equities, funds, cash, international, growth, income, sectors) to facilitate advisor discussions. We will employ diverse allocations and harvesting gains along with other proven methods. Incorporate guidelines from our Board of Wise Minds: Warren Buffett’s criteria (moats, intrinsic value), real returns vs. 3% inflation, Jamie Dimon’s warnings that the bond world is fixing to break, Citibank CEO Jane Fraser’s remarks on globalization that’s occurring, Jerome Powell’s remarks from the FOMC viewpoint. Other minds may be brought into the party as the discussion warrants. We recognize, welcome, and allow healthy tensions and counter positions for consideration. Macro Watch items include Leading Indicators, targets from the April ZBT trigger, BRICS de-dollarization, FOMC, Growth Sleeves. These watch items are to be monitored and status key holdings for trigger thresholds, upcoming warnings, and reallocation recommendations (to be discussed with my advisor) by class of holding (to facilitate discussions). Use denoised and authoritative sources of sentiment, including X and other credible sites for both assessments on current situation and notification of new watch areas. Deliver a text-based artifact (Google Docs-friendly, no complex tables) with an action plan (immediate, short-term, long-term). If there are any xAI system issues or limitations we are coming close to encroaching, please advise. Finally, provide a one-page summary for meetings with my advisor, with a condensed listing of key triggers and talking points. Also, at this time, we are reviewing our Punch List of loose ends and how to include these in our Paranoid Survive watch list. We have examined INTC (Rising Phoenix, new leadership, list of their product lines and forecasts on INTC’s road to recovery), the TSLA recovery (delay of Robotaxi rollout due to regulatory challenges and their broad product line), the MSFT/OpenAI/Musk courts happening (as we have a sizable MSFT holding), and AAPL watch (production line move, key design team shifts, AI integration lags, regulatory pressures, and market competition). We keep an eye on this list of loose ends. Also, you and I are developing how to incorporate Level 3 Order Book data as a means to support assessing price action. This continues to be a work in progress and follows the premise that there is some physics behind price action. As we develop, using the available data the xAI model has access to is acceptable, as are its inherent time lags. Our premise is that understanding the nature and description of volume-related data, including Level 2 bid/ask sizes, historical trading volume, volume-weighted indicators (e.g., VWAP, OBV), X sentiment on block trades, and options volume, will help us better judge price action and facilitate discussions with advisors. Thank You! Portfolio Snapshot - 6/20/25 VMFXX: 0.95% VIGAX: 4.94% VBIL: 8.47% VCLT: 0.59% VCRB: 8.20% VWOB: 0.98% VYMI: 0.42% VTI: 3.25% FMFXX: 0.09% TEMWX: 2.73% LMIMCO 2025 Target: 13.04% LMIMCO ESOP (LM shares): 10.43% LMIMCO Large Cap Index: 5.82% LMIMCO Small Mid Cap Index: 1.93% LMIMCO Company Stock (LM Shares): 4.47% LMIMCO Global Equities Fund: 2.32% USAIX: 2.94% USTEX: 1.13% SWVXX: 5.37% VCIT: 0.55% SCHD: 0.55% GE: 0.79% GEHC: 0.11% GEV: 0.42% WAB: 0.03% BAC: 0.64% PLTR: 1.67% BA: 0.64% AAPL: 0.65% CCJ: 0.45% F: 0.08% INTC: 1.21% JNJ: 0.79% MSFT: 7.48% OGE: 0.23% PFE: 0.38% MTSUY: 0.46% SSUMY: 0.44% T: 1.74% TSLA: 0.99% VZ: 0.11% WMT: 0.87% XOM: 0.59%

2025-06-22 Revised Prompt

Grok, please provide a Wealth Preservation Strategy (WPS) update for my portfolio normalized in percentages to a $1M (snapshot below to ensure retirement stability and income at age 66. Note: This is a continuation of ongoing dialogues with Grok - We are having an evolving conversation and not reinventing the wheel. For this run, I would like the unlimited page report format as we've noticed Grok's ability to uncover nuggets to follow up on. We don't often ask for these as Grok is excellent at uncovering nuggets to add to this WPS but we would like a "long range full sensor sweep", please. Please align with my ‘Paranoid Survive’ approach, focusing on leading indicators (with High/Medium/Low likelihoods) and watch areas by asset class (equities, funds, cash, international, growth, income, sectors) to facilitate advisor discussions. We will employ diverse allocations and harvesting gains along with other proven methods. Incorporate guidelines from our Board of Wise Minds: Warren Buffett’s criteria (moats, intrinsic value), real returns vs. 3% inflation, Dimon's warnings that the bond world is fixing to break, Citibank CEO Finch's remarks of globalization that's occuring, Jerome Powell's remarks from the FOMC viewpoint. Other minds may be brought into the party as the discussion warrants. We recognize, welcome, allow healthy tensions and counter positions for consideration. Macro Watch items include Leading Indicators, track price targets for the (NQ, ES, YM, RU) resulting from the April ZBT trigger. BRICS de-dollarization, FOMC, Growth Sleeves. These watch items are to be monitored and status key holdings for trigger thresholds, upcoming warnings, any underlying volume indications, reallocation recommendations (to be discussed with my advisor) by class of holding (to facilitate discussions) Use denoised and authoritative sources of sentiment, including X and other credible sites for both assessments on current situation and notification of new watch areas. Deliver a text-based artifact (Google Docs-friendly, no complex tables) with an action plan (immediate, short-term, long-term). If there are any xAI system issues or limitations we are coming close to encroaching, please advise. Please inform if too much information is being provided which would allow tracking to the actual holdings. Please provide a 2 to 3 page summary for meetings with my advisor, of a condensed listing of key triggers and talking point. Also,we were tracking a Punch List of Loose Ends as they bring focus on watch areas in our Paranoide Survive approach. For this product, we are scrutinizing details in an unlimited page limit. Detailed Topics we are currently tracking include: a) INTC (Rising Phoenix)Status - Their new leadership (dynamics, new focus, actions taken, results) - Their Product Lines (18a, AI, Foundary, Packaging, etc) status - Timeframe forecasts on their contributions towards INTCs recovery. b) TSLA Status - Delay of Robotaxi rollout due to Democratic Lawmaker requests - Their broad product line status c) The MSFT/OpenAI/Musk courts situation d) AAPL Status - Production line move - Designer departure (Jony Ives) - AI Integration lags, - Regulatory pressures f) F Phoenix Thesis - Tariffs - EV recovery - Inventory - Geopolitical - EV tax credit Policy shift - Competition f) Monitoring and status "ripening" Equities for a 10% Harvest based on Intrinsic Value - MSFT - AAPL - TSLA - WMT - XOM g) Crushed Equities - Their situations and abilities to recover. - BA - WBA - PAPA - INTC Thank You! Portfolio Snapshot - 6/20/25 VMFXX 0.95% VIGAX 4.94% VBIL 8.47% VCLT 0.59% VCRB 8.20% VWOB 0.98% VYMI 0.42% VTI 3.25% FMFXX 0.09% TEMWX 2.73% LMIMCO 2025 Target 13.04% LMIMCO ESOP (LM shares) 10.43% LMIMCO Large Cap Index 5.82% LMIMCO Small Mid Cap Index 1.93% LMIMCO Company Stock (LM Shares) 4.47% LMIMCO Global Equities Fund 2.32% USAIX 2.94% USTEX 1.13% SWVXX 4.98% VCIT 0.55% SCHD 0.55% GE 0.79% GEHC 0.11% GEV 0.42% WAB 0.03% WBA 0.39% BAC 0.64% PLTR 1.67% BA 0.64% AAPL 0.65% CCJ 0.45% F 0.08% INTC 1.21% JNJ 0.79% MSFT 7.48% OGE 0.23% PFE 0.38% MTSUY 0.46% SSUMY 0.44% T 1.74% TSLA 0.99% VZ 0.11% WMT 0.87% XOM 0.59%

Snapshot for 20 June 2025 VMFXX 0.95% VIGAX 4.94% VBIL 8.47% VCLT 0.59% VCRB 8.20% VWOB 0.98% VYMI 0.42% VTI 3.25% BAC 0.64% PLTR 1.67% BA 0.64% FMFXX 0.09% TEMWX 2.73% LMIMCO 2025 Target Fund 13.04% LMIMCO ESOP 10.43% Large Cap Index 5.82% LMIMCO Small Mid Cap Index 1.93% LMIMCO Company Stock 4.47% LMIMCO Global Equities Fund 2.32% GE 0.79% GEHC 0.11% GEV 0.42% INTC - Dupe 0.00% MCD 0.00% PLTR - Dupe 0.00% WAB 0.03% USAIX 2.94% USTEX 1.13% SWVXX 5.37% VCIT 0.55% SCHD 0.55% AAPL 0.65% CCJ 0.45% F 0.08% INTC 1.21% JNJ 0.79% MSFT 7.48% OGE 0.23% PFE 0.38% MTSUY 0.46% SSUMY 0.44% T 1.74% TSLA 0.99% VZ 0.11% WMT 0.87% XOM 0.59%