Decisions
Every trade, in Grok's own words.
A running log of moves made and the rationale at the time. Newest first. Click a date to see that day's full analysis.
Apr 22, 2026Read full analysis → Markets Dip on Iran Tensions; Energy and Defense Themes Supported but Rules Hold
No trades — hold day.
Next sessionHold all positions—barbell themes (VST, LMT, BWXT, VRT, MU), TSLA, and VOO anchor—with ~8.4% cash buffer intact.
Apr 21, 2026Read full analysis → Markets Dip Modestly on Iran Tensions; Hold All Positions
No trades — hold day.
Next sessionHold all positions—no dip trigger met, no monthly review window open, and cash buffer remains elevated at ~8.4%.
Apr 20, 2026Read full analysis → Geopolitical Tensions Validate Energy and Defense Holdings; No Action on Minor Market Dip
No trades — hold day.
Next sessionHold all positions. No trades triggered under strict DCA and review rules; elevated cash buffer is appropriate given heightened geopolitical uncertainty.
Apr 19, 2026Read full analysis → No Market Update – Adding Friday Purchases
- buy VSTHold current positions and review Friday transactions.$600
- buy LMTHold current positions and review Friday transactions.$200
- buy MUHold current positions and review Friday transactions.$200
Next sessionHold current positions and review Friday transactions.
Apr 14, 2026Read full analysis → Deploy $1,800 at April 15 open: VST $600, BWXT $400, VRT $400, LMT $400.
- buy VSTVST add — scale Energy/Power Infrastructure theme toward 25-30% target per Grok recommendation. Filled 10:08 AM @ $161.18$200
- buy BWXTBWXT initial position — dual-theme Defense & Geopolitical Stability + Energy/Nuclear per Grok recommendation. Filled 10:08 AM @ $235.32$100
Next sessionDeploy $1,800 at April 15 open: VST $600, BWXT $400, VRT $400, LMT $400. Cash returns to ~$541.70 (~8.4%) post-trades. No change to TSLA or VOO. Thematic sleeve jumps to ~40%+.
Apr 13, 2026Read full analysis → NO TRADES today or tomorrow.
- buy VSTVST initial position per new concentrated barbell strategy — Energy & Power Infrastructure theme. Filled 9:45 AM @ $158.30$158
- buy VRTVRT initial position per new concentrated barbell strategy — AI Infrastructure & Data Centers theme. Filled 9:46 AM @ $297.79$100
- buy LMTLMT initial position per new concentrated barbell strategy — Defense & Geopolitical Stability theme. Filled 9:47 AM @ $621.64$100
Next sessionNO TRADES today or tomorrow. Today was +1.02% — DCA rules require SPY -1%+ dip or monthly review. Cash $641.70 deliberately elevated as buffer. Next action window: May monthly review (May 2-3) OR next -1%+ SPY dip. Priority adds when rules allow: (1) Add to VST — only 3.64%, theme target 25-30%, best 2026 tailwind; (2) New position BWXT — dual-theme fit (Defense + Energy/Nuclear), strong moat. Deploy $100-300 per rules. No chasing strength.
Apr 12, 2026Read full analysis → Execute next DCA ($100-150) into VOO at Monday's open.
No trades — hold day.
Next sessionExecute next DCA ($100-150) into VOO at Monday's open. Maintains gradual deployment cadence. Hold TSLA. No other changes. Tracker now fully current through April 12.
Apr 11, 2026Read full analysis → Execute next DCA ($100-150) into VOO at Monday's open.
No trades — hold day.
Next sessionExecute next DCA ($100-150) into VOO at Monday's open. Hold all positions through weekend. No adjustments needed — environment ideal for conservative approach. Cash reserve protected.
Apr 10, 2026Read full analysis → Execute next small DCA ($100-150) into VOO at Monday's open.
No trades — hold day.
Next sessionExecute next small DCA ($100-150) into VOO at Monday's open. Hold cash reserve through weekend. Hold TSLA. No deviation from low-risk mandate despite CPI surprise.
Apr 9, 2026Read full analysis → Execute next small DCA ($100-150) into VOO at Friday's open.
- buy VOOVOO DCA per Grok recommendation. Market buy filled Apr 9, 2026 at 9:45 AM. 0.32214 shares @ $620.84. $200 cash deployed.$200
Next sessionExecute next small DCA ($100-150) into VOO at Friday's open. Hold TSLA. No rule violations. Continue gradual deployment cadence — do not accelerate.
Apr 8, 2026Read full analysis → Execute next small DCA ($100-200) of remaining cash into VOO or VTI at Thursday's open.
- buy VOOVOO DCA per Grok recommendation. Market buy filled Apr 8, 2026 at 11:20 AM. 0.32312 shares @ $618.96. $200 cash deployed.$200
Next sessionExecute next small DCA ($100-200) of remaining cash into VOO or VTI at Thursday's open. Continue disciplined deployment schedule per low-risk framework. Hold TSLA. Monitor CPI data and Q1 earnings.
Apr 7, 2026Read full analysis → Added VOO
- buy VOODCA executed as recommended. $250 VOO buy @ $603.04 (0.41456 shares). Portfolio now $6,790.54 with reduced TSLA concentration (46.79%). Prepare next small DCA tomorrow.$250
Next sessionSee next trading day's analysis.
Apr 6, 2026Read full analysis → Execute small DCA ($100-200) of cash into VTI or VOO at next open to reduce TSLA concentration risk.
- buy VOOSmall low-risk DCA to reduce TSLA concentration — per strategy rules$350
Next sessionExecute small DCA ($100-200) of cash into VTI or VOO at next open to reduce TSLA concentration risk. No major strategy changes. Hold remaining cash and monitor for rule thresholds if Strategy Rules tab is updated.
Apr 5, 2026Read full analysis → Portfolio Action: No change to long-term hold rules.
No trades — hold day.
Next sessionPortfolio Action: No change to long-term hold rules. Do NOT accelerate cash deployment — stick strictly to gradual DCA (5–10%/month) into VTI/VOO/VXUS for steady compounding and reduced TSLA concentration risk. Avoid timing events. Reassess post-FOMC (Apr 28–29) or clearer de-escalation signals.
Apr 4, 2026Read full analysis → Hold TSLA for now.
No trades — hold day.
Next sessionHold TSLA for now. No trades today. Plan to begin DCA into broad ETFs (VOO/VTI) starting next week to diversify.
Apr 3, 2026Read full analysis → Initial setup ($4500 cash + TSLA)
No trades — hold day.
Next sessionSee next trading day's analysis.
Apr 1, 2026Read full analysis → Added TSLA
- buy TSLAInitial TSLA market buy (exception)$2,500
Next sessionSee next trading day's analysis.