C. A. Heart School of Financial Literacy & Legacy Engineering

C. A. Heart School of Financial Literacy & Legacy Engineering Financial Education! Teaching individuals how to select, analyze & purchase individual stocks & ETFs.

06/05/2026

The Dow Jones industrial average actually hit a new all-time high today.
And today my regular investment account, I added to my positions in CIEN & PWR and I sold my small position of NVDA. I still hold a large position of NVDA in my Roth IRA. As we get closer to the IPO's of SpaceX, ChatGPT and Anthropic, I will probably be selling some of this position because I expect it to go down as people will be using it as a source of funds to purchase these IPO's. You may have heard that Alphabet (GOOGL) is selling $85 billion more stock to raise money ahead of these three IPO's. Alphabet is smart to get ahead of these IPO's. I also sold my entire position of C. I no longer own any banking stocks.
In my Roth IRA today, I started a new position in CNAV.

06/04/2026

Today, none of the major indexes hit new all-time highs as interest rates and oil prices are going back up following the U.S. and Iran launching new strikes against each other. This breaks a nine day winning streak for the S&P 500.
Don't forget that Friday is job's Friday. Estimates are currently between 89,000 and 105,000 jobs to have been created last month. If the real number comes in significantly lower, I would expect the market to sell off.
In a strange move SPCX has decided to price their IPO at $135 a share instead of letting the market decide the price. Personally, I think Musk wants the price of the stock to skyrocket after it becomes public. This won't benefit him or the company but it will help his popularity.
Today in my regular investment account, I sold 21% of my position in MUU and I recognized a profit of 510.40%. I did this to take out my cost basis, now my remaining shares cost me nothing at all. I then purchased more USD with approximately 10% of the money raised from that sale. The rest of the money I put into Schwab's SWVXX money market at a 3.48% interest rate until I find something better to purchase.

06/03/2026

The S&P 500 and the Dow both hit new all-time highs again today!
The Commodity Futures Trading Commission (CFTC) approved perpetual futures — a type of future-style contracts with no expiration date known as “perps” — for Bitcoin trading on Kalshi. Investors are worried that the CFTC could give the green light to other asset classes to trade via perpetual futures next, which could increase competition for the traditional exchanges that have long dominated on Wall Street. This caused the stocks of the major traditional exchanges such as the CME & CBOE to sell off today along with many crypto currencies and crypto currency stocks.
Today in my regular investment account I started a new position in PWR.

06/02/2026

All three of the major indexes hit new all-time highs again today even while oil prices were going up! In all my years are investing, I've never seen a market go up this fast. I am actually scared to see how fast it's going to come back down to earth someday and it will, when I have no idea. I can say for sure that we will have a 10% pull back and I will not be wrong. I might be early, or even very early but I will not be wrong.
Today and my regular investment account, I sold my entire position of LNG & PRIM.
In my Roth IRA account today, I added to my positions in AIPO & AMDL.

06/01/2026

May was an amazingly awesome month for the market!!! I hope your are tracking your progress as I am, you cannot manage what you do not track. I am amazed, thankful and grateful for the 14.23% profit I made in the month of May.
12 June is the date I'm hearing for the SpaceX (SPCX) IPO. I don't think anyone should invest in it. I think it's very possible we could see a pull back on other stocks that have done exceptionally well this year. This is because the people who are buying SpaceX will have to come up with cash to buy the stock from somewhere.
Speaking of dates, I believe the next rebalancing of the S&P 500 will happen on Friday, 19 June. The last time a rebalancing happened two weeks prior is when we found out which companies were coming out of the S&P and which companies were going in to replace them. If I am right we should get that information on Friday, 5 June. Companies that come out tend to go down and the ones that go in tend to go up. This is because major indexes like SPY, VOO & IVV that track the S&P have to either sell them or buy them respectively.

05/30/2026

Hope that the Iranian conflict is coming to an end is what gave the market strength last week. That is also what caused oil prices to dip down to the $87 per barrel level which also helped propeller the stock market.
These are the results of the Schwab Weekly Portfolio report. Regular investment account:
STRL +17.45%.
FLEX +13.82%.
ARKG +12.94%.
AEIS -6.98%.
GEV -6.78%.
LNG -6.64%.
Roth IRA Account:
MUU +62.18%.
DELL +42.59%.
JEDI +24.43%.
AAOX -23.99%.
LITX -18.99%.
AAOI -12.72%.

05/30/2026

All three major indexes hit new all-time highs today! The S&P 500 index rose 1.4% this week, marking its 9th consecutive weekly increase and ending the trading month with a 5.15% climb to a record closing high. The last time the S&P 500 had a weekly winning streak this long was in late 2023. It is now up almost 11% this year.
Today in my Roth IRA, I sold the remaining portion of my MSTR position. I added to my positions in COHR & TECL.

05/29/2026

The Personal Consumption Expenditures (PCE) price index increased a seasonally adjusted 0.4% for the month, putting the 12-month inflation rate at 3.8%, the Commerce Department reported. Economists surveyed by Dow Jones had been looking for respective readings of 0.5% and 3.8%.
Excluding food and energy, core prices rose 0.2% for the month and 3.3% for the year, against estimates of 0.3% and 3.3%.
Our Gross Domestic Product (GDP) growth in the first quarter was less than expected. GDP accelerated at an annualized rate of just 1.6% for the period, according to the Commerce Department reading that was below the estimate of 2%.
Income, though, was flat, against the estimate for a 0.4% increase.
The S&P 500 and the NASDAQ hit new all-time highs again today. DELL also hit a new all-time high today and closed the after hours market up 39% after gaining 3.84% while the market was open. Apparently it had a decent quarterly earnings report👍. For this evening, I changed my license plate from MUU to DELL 🙏.
Today in my Roth IRA, I added to my position in NVT.

The DOW Jones Industrial Average hit a new all-time high again today! MU and therefore MUU also hit all-time new high...
05/28/2026

The DOW Jones Industrial Average hit a new all-time high again today!
MU and therefore MUU also hit all-time new highs today. One of my students sent me the attached photograph of a vehicle because they thought it was mine, but unfortunately it's not 😂.
I have been studying about Living Trust's because I'm preparing to do one and here's something I've learned.

FYI: Things not to put in a Living Trust.
1. Vehicles.
2. Life Insurance.
*3. IRA's, 401k's and Annuities (if you are still stuck in them).

*If your contingent beneficiaries are younger, or not fully mature, you can list the Living Trust as the contingent beneficiary so that you can maintain control of the distribution of theses assets as the contingent beneficiaries become more mature.

05/27/2026

The S&P 500 and the NASDAQ hit new all-time highs again today! Micron (MU) hit the $1 trillion market cap for the first time ever today as the stock was up 18%.
Today my regular investment account, I sold all of my position in XLU.
In my Roth IRA today, I sold my entire position of URA.

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