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%