NISHIO Hirokazu[English][日本語]

Diary 2025-05-03

I was going to put together some information yesterday, but I got caught up in the development. I need to organize my information today.

I have updated the "[/plurality-japanese/History of Plurality in Japan](https://scrapbox.io/plurality-japanese/History of Plurality in Japan)" page and created a page about upcoming events.

  • I switched the chit-chat as well.

Let's have lunch.

  • I tried to set up PLAUD NotePin before I left and the firmware update took a long time.
  • I was thinking of walking to the next station, but it's already 2pm.

I told o3 to make about 2 million because if the cash to assets ratio was less than 1%, I was about to short the stone. o3.icon

  • Organizing "Japanese Stocks to Sell
    • Concentrated positions to be reduced: reduce excess by no more than 3% of total assets in any one stock
    • Overvalued or undervalued stocks (unrealized gains): xxx, yyy, zzz (+401 %) and others with higher valuations
      • It had increased fivefold while it was left unattended!nishio.icon
    • Candidate for loss: aaa... and others that can be tax deductible at a loss.
  • Visualization of tax value and AA after rebalancing on a sheet if needed (on request)
    • I'm not asking for that much.nishio.icon It's useful to give advice on the level of how many shares of a specific stock to sell as a summary! I'll follow that! I thought it was a holiday, but it was a holiday.
  • I used to enjoy playing the game, but now it's too much of a hassle and I want the AI to buy and sell everything, and I'm still waiting for a brokerage firm that I can connect with on MCP.

By the way, for an AI to make the right decisions, it needs to put all the information in properly.

  • The outcome also depends on the human perception of what is considered "everything".

  • For example, information on how much they are paid per year in Japan, where the risk of dismissal is low.

    • Overwhelmingly stable compared to stock price movements
  • I have life insurance to take care of my wife's needs in the event of my sudden death.

    • This is invested in dollar-denominated bonds.
    • Limited timing of withdrawals compared to regular bond purchases.
    • Targets that should be taken into account when considering the "funds should be allocated to stable financial instruments for retirement savings" argument.
  • (a) gorilla I got it.

  • Diary 2025-05-02 ← Diary 2025-05-03 → Diary 2025-05-04 100 days ago Diary 2025-01-23. 1 year ago Diary 2024-05-03.


This page is auto-translated from /nishio/日記2025-05-03 using DeepL. If you looks something interesting but the auto-translated English is not good enough to understand it, feel free to let me know at @nishio_en. I'm very happy to spread my thought to non-Japanese readers.


(C)NISHIO Hirokazu / Converted from Markdown (en)
Source: [GitHub] / [Scrapbox]