Compound Life | CPA

$55K to $1M challenge in public taxable account
Trader: +55% YTD | Self-made millionaire
Dad x2 | Physicist → Finance | CPA
$NBIS top pick

[Compound Life | CPA @CompoundLifeCPA]

$55K to $1M Challenge | September Performance Update

September is in the books!

💰 $152K current balance - up 5K since August update
🎯 $848K to go
📈 +54.73% YTD - up 6.53 percentage points since my August update
🆚 S&P 500: +13.02% YTD

That’s more than 4× the S&P 500 YTD return.

I left some money on the table by taking profits early on a few trades, but capital preservation remains a priority.

I posted nearly all of my key trades here in close to real time.

The journey continues. 🚀

What’s your YTD return?

$NBIS $MU $SHOP $AMD $NVDA

[Compound Life | CPA @CompoundLifeCPA]

Alright, making this one public.

$55K → $1M taxable account challenge.

Why taxable? I want the flexibility to access the money without retirement-account restrictions.

I’ll share key wins, losses, trades and lessons along the way and maybe a few tax strategies from my CPA toolbox too.

Let’s see how long this one takes

[Compound Life | CPA @CompoundLifeCPA]

@VulcanMK5 Absolutely!

[Compound Life | CPA @CompoundLifeCPA]

How did we get here? Why was everything selling off the last few sessions? My quick and dirty thoughts.

US inflation concerns are ongoing, including inflationary pressures in manufacturing. The Fed will consider another rate hike. The Fed is also signaling that the economy is in trouble. Investors are getting very nervous about AI companies' massive borrowing needs and rising financing costs (banks are already downgrading the credit ratings of some companies).

Then we have heavy selling from South Korean investors, and we have a pretty ugly combination.

I think money is rotating out of risky assets and into US Treasuries.

Could be temporary, but these conditions are not sustainable if these challenges are not addressed effectively. So it could be the beginning of something bigger.

$NBIS $IREN $CRWV $AVGO

[Compound Life | CPA @CompoundLifeCPA]

@amktparticipant Should have added. Not sure about close though.

[Compound Life | CPA @CompoundLifeCPA]

$NBIS expected start for the day after 15% recovery yesterday.

[Compound Life | CPA @CompoundLifeCPA]

@amktparticipant I think bearish momentum is weakening and we're positioning for a bounce. Just wrote another post above.

[Compound Life | CPA @CompoundLifeCPA]

@dhyey892 Meant to say.. hope so.. a lot of typos as I have my child on my hands right now .😂

[Compound Life | CPA @CompoundLifeCPA]

While $NBIS is red at the opening. It may be a good day to confirm a reversal. Bearish volume appears to be declining vs prior days (yesterday was also lower than before). Finally, MACD is also suggesting bearish momentum is weakening. Still hanging not far from 200-period moving average, but with declining volume odds are in bulls' favor. Monitoring....

[Compound Life | CPA @CompoundLifeCPA]

@dhyey892 Hope note. The very last candle as we speak looks promising.

[Compound Life | CPA @CompoundLifeCPA]

@StokPix Very rough situation. We need fundamental geopolitical changes to address it.

[Compound Life | CPA @CompoundLifeCPA]

@DeItaone Perfect and surprisingly EU may benefit the most.

[Compound Life | CPA @CompoundLifeCPA]

@BoomerDivvies I would strongly consider

[Compound Life | CPA @CompoundLifeCPA]

@DeItaone They should think about gas as well. Pushing $1000. Not talked enough.

[Compound Life | CPA @CompoundLifeCPA]

@MellieMelvc58 Very good candle potentially indicating reversal. But i like increase in volume vs prior day even more. So we'll see.

[Compound Life | CPA @CompoundLifeCPA]

Beautiful candle in the making

$NBIS

[Compound Life | CPA @CompoundLifeCPA]

@OptimoResearch For sure 😀 much better!

[Compound Life | CPA @CompoundLifeCPA]

Can someone follow me? I don't like this number.

[Compound Life | CPA @CompoundLifeCPA]

@milspousewealth To me it could be 3 years or longer, but most of my "long-term" holdings been there for 5+ years for sure.

[Compound Life | CPA @CompoundLifeCPA]

@Path21Mil Essentially, it's a long term cal option. Currently sitting at -25%. So I need $AVGO to go up by dec 2027.

[Compound Life | CPA @CompoundLifeCPA]

@Path21Mil For sure. I have some Leaps until end of next year and starting to get worried.

[Compound Life | CPA @CompoundLifeCPA]

@JamieFInvests A good example of capital rotation in action

[Compound Life | CPA @CompoundLifeCPA]

@QC_Capital_ Let's see what this day brings. Still worried a bit even though I see all signs of recovery.