MoneyMatters

Retired DoD. Amateur investor, analyst. Helping the younger generation grow wealth through time and dedication.

[MoneyMatters @MMatters917]

STOCK ALERT:

The Global X Artificial Intelligence & Technology ETF ($AIQ) has a year-to-date (YTD) price return of +25.12%. The fund started the year at $51.43 on January 2, 2026, and peaked at a 52-week high of $70.26 in early June before settling at its current price of $64.35.

Consensus forecasts from Wall Street analysts and algorithmic models project the Global X Artificial Intelligence & Technology ETF will trade between $76.65 and $84.90 by mid-2027, representing a projected 19% to 32% upside from its current price of $64.35.

[MoneyMatters @MMatters917]

@SCHDaccumulator Smart to get out of $BTCI and $MSTY. I will ride with $CHPY for a little while at least.

[MoneyMatters @MMatters917]

@SCHDaccumulator DCA every other Monday, regardless of price.

[MoneyMatters @MMatters917]

@Ryan_Parkerrr I show my ID before I receive my ballot. Showing my ID one additional time would not be a problem.

[MoneyMatters @MMatters917]

@Dividend_Dollar I agree. Simple is boring and boring is best.

[MoneyMatters @MMatters917]

A most excellent post. I currently own both but I'm thinking about consolidating into one position. I have been bouncing back and forth. I will not draw income for at least 2 years and I am currently leaning towards $QQQI since the higher yield will allow my DRIP to purchase more shares over the next 24 months.

[MoneyMatters @MMatters917]

@SCHDETF I hope you put in a plug or two! Like if they owned SCHD the quarterly dividend will pay for the repair! 😂

[MoneyMatters @MMatters917]

@SCHDaccumulator No doubt that $SCHD has its place in many portfolios: price appreciation, dividend appreciation, a solid starting dividend yield of around 3.2% to 3.3%, a very low expense ratio of 0.06%.

[MoneyMatters @MMatters917]

Nvidia ($NVDA) will report its fiscal 2027 second-quarter financial results on Wednesday after the market closes. Wall Street expects record quarterly revenue of roughly $92 billion and significant net income growth.

I expect a 5% to 8% drop on Thursday after they beat earnings again. If you are jumping on $NVDA or adding to your positions, that will be the day to buy.

[MoneyMatters @MMatters917]

@SCHDaccumulator My son is 15 and I hold some $FDVV in his UTMA

[MoneyMatters @MMatters917]

@uscfan981 Bruno Sammartio

[MoneyMatters @MMatters917]

@TopDividendETFs I have $SCHD in my account and my wife's account and my son had $FDVV in his account.

[MoneyMatters @MMatters917]

@SCHDaccumulator As soon as you can afford to!

[MoneyMatters @MMatters917]

@DevotedDividend I like my current combo of SPYI, QQQI, and JEPQ with an estimated blended dividend yield of 12.35%.

[MoneyMatters @MMatters917]

I will be facing an important question that most of us will face one day. When do I start drawing social security?

Choosing when to claim Social Security at 62, 65, 67, or 70 trades monthly check size for lifetime payout totals: age 62 gives 70% of your standard benefit, age 65 gives about 86.7%, age 67 gives 100% (Full Retirement Age), and age 70 maxes out at 124%.

Do I live off my pension, 401k and ROTH and wait until at least 65 or do I draw earlier and put that money into my taxable brokerage account?

Waiting will get my wife more money when I die but investing the money could produce a bigger return over the long term.

Decisions, decisions!

[MoneyMatters @MMatters917]

My son and I brought our Cricket home for the last time today. She is back where she belongs. We'll find a nice picture of her for the frame that the veterinarian gave us. The house feels emptier without our baby.

[MoneyMatters @MMatters917]

@ArchitectIncome $CHPY is in a bit of a rut because of the ongoing rotation out of tech and into value/defensive holdings. I believe that is only temporary (another 4-6 months) so I will hold and let the weekly DRIP do its work.

[MoneyMatters @MMatters917]

My first limit $SPCX price triggered. I have lower limits set as well. Jumping into the space race!

[MoneyMatters @MMatters917]

@TopDividendETFs $SCHD & $VYM currently