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%