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.

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.

05/26/2026

Friday the Dow Jones industrial average hit a new all-time again. And the S&P 500 logged it's 8th winning week in a row. Health Care and Utilities sectors led the gainers, climbing 3.3% each, followed by a 3% jump in Real Estate, a 1.9% gain in Consumer Discretionary and a 1.6% rise in Financials. Technology, Industrials and Materials also edged higher.
Currently oil and bonds are down and the stock market, futures and cryptocurrency are up.
The following are the results of the Schwab weekly portfolio report. Regular investment account:
MRVL +10.99%.
ARKG +8.95%.
ANET +8.49%.
STRL -13.65%.
VRT -11.72%.
FIX -8.25%.
ROTH IRA account:
DELL +21.98%.
AM DL +20.33%.
AMD +10.24%.
AAOX -11.97%.
MSTR -9.88%.
MTZ -7.90%.

05/22/2026

Today the Dow Jones industrial average hit a new all-time. It is the first time this index has done that since February 10, 2026.
This morning oil was back up over $100 a barrel and the 10 year interest rate was up to 4.6% and our market was down. This afternoon oil came down below $100 a barrel the 10 year interest rate came down to 4.5% and our market went up.
Besides all the positive information I gave you about NVDA's Earnings Per Share and their buyback plan yesterday they also increased their dividend from four cents a year to one dollar a year.
Today in my my regular investment account, I sold all of my BNY, MTZ, XLE & XLI. FYI: I purchased MTZ in my Roth IRA yesterday.
In my Roth IRA today, I added to my position in the NVDA.

05/21/2026

Oil fell below $100 a barrel today while interest rates were relatively flat and the stock market went up!
Nvidia reported fiscal first-quarter results after the bell today. Their Earnings Per Share (EPS) was: $1.87 vs $1.76 expected. Revenue: $81.62 billion vs $78.86 billion estimated. Plus they added $80 billion to their buyback plan.
Today in my Roth IRA, I sold all of my AIRR. And I started new positions in HYDR & MTZ. I put a limit order in to sell all of my MTZ in my regular investment account when it goes up a few more dollars. I decided to move MTZ to my Roth IRA because it is up 144% in a year and if it continues like that, I do not want to pay income tax on that growth.

05/20/2026

The current geopolitical situation and the way it is increasing our inflation rate and our interest rates has me concerned for our stock market! I am turning more bearish day by day. This is why I have been increasing my cash position. I am currently up to 5.82% cash.
Today my regular investment account, I sold all of my positions in CAT, DELL, ETN, GE, MADE, PRN & RBC. I increased my position in SOXY. FYI: I still own CAT & DELL in my Roth IRA.
In my Roth IRA today, I increased my position in NVDA ahead of their earnings report tomorrow evening.

05/17/2026

The S&P 500 was up 0.1% last week. It has now been up seven consecutive weeks in a row. The last time the S&P 500 was up this much was in Dec 23. The four sectors that led the S&P 500 last week were Energy, Consumer, Stables, Technology & Healthcare. Next week's earnings reports will be mainly retail earnings. we also get Nvidia earnings on Wednesday afternoon.
The following are the results of the Schwab weekly portfolio report. Regular investment account:
VRT +9.11%.
PRM +8.14%.
XLE +6.71%.
AIR -11.23%.
AIES -9.46%.
ARKG -7.64%.
Roth IRA account:
AAOX +50.64%.
AAOI +27.81%.
FN +16.22%.
ADML -13.71%.
GDMN -10.20%.
URA -9.51%.

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