May 15th, 2023 paycheck

• Liabilities (hold)
  • current: 0.27
  • min: 0
  • max: 1
• Short-term assets (hold)
  • current: 6.2
  • min: 3
  • max: 9
• Low correlation (hold)
  • current: 0.3
  • min: 0
  • max: 1
• Negative correlation (hold)
  • current: 0.4
  • min: 0
  • max: 1
• Growth - US equities - small (hold)
  • current: 35.3
  • min: 26
  • max: 38
• Growth - US equities - mid (hold)
  • current: 26.5
  • min: 22
  • max: 34
• Growth - US equities - large (hold)
  • current: 29.7
  • min: 28
  • max: 42

The small-cap value was down. I made three limit orders. None of them were executed.

The fund was up. I placed a market order and two limit orders. One executed.

I realized I didn’t place the correct orders. The small-cap value fund was down (despite the others being slightly up). So, I placed three more limit orders using the correct price. I also placed a market order for the small-cap value fund in the Traditional and Roth Individual Retirement Accounts.

All but 1 order was executed.

The small-cap value fund closed down the previous day, and I still had enough to place 3 more orders. If they all execute, it should bring my short-term assets to around 6 percent, given current market prices; I still appreciate the holistic approach to portfolio construction—not entirely sure about some of the details, but the inclusion of cash as a short-term asset, and the buying method is proving quite solid.

I’ve hit a point with the health and wellness question I spun up its own section.

• May 1st, 2023 paycheck
• June 1st, 2023 paycheck