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Estate Advisor

6 things to do, 6 overdue, 3 rules broken. Updated 2026-10-31T19:12Z
$1,251
income/mo of $3,500
3
rules broken
Fresh
data

Do this next

Cancel the NVDA stop order
Your rule: no stops on core names.
open 35 days
Details
71 sh sell stop at 180.0 in RH-VIJAY-PRIMARY (placed 2026-07-29). Charter rule 2: mechanical stops on core names caused the MRVL loss.
charter-2
Cancel the AMD stop order
Your rule: no stops on core names.
open 35 days
Details
39 sh sell stop at 417.0 in RH-VIJAY-PRIMARY (placed 2026-08-01). Charter rule 2: mechanical stops on core names caused the MRVL loss.
charter-2
Cancel the TSM stop order
Your rule: no stops on core names.
open 35 days
Details
10 sh sell stop at 396.0 in RH-VIJAY-PRIMARY (placed 2026-08-01). Charter rule 2: mechanical stops on core names caused the MRVL loss.
charter-2
3 more, less urgent
OPENW warrants expire
20 days left.
worth $12/yr · by 2026-11-20 · open 35 days
Details
Decide exercise vs let expire
Pending #11
Move $32,304 idle cash into SPYI
Adds about $346/month toward the $3,500 target.
worth $4,151/yr · waiting has cost $323 · open 28 days
Details
In Vijay Robinhood: buy $32,304 of SPYI in up to 3 tranches, keep $5,000 as float. It has sat idle 35 days.
Income plan
Move $23,082 idle cash into SPYI
Adds about $247/month toward the $3,500 target.
worth $2,966/yr · waiting has cost $231 · open 28 days
Details
In Vijay Agentic AI: buy $23,082 of SPYI in up to 3 tranches, keep $5,000 as float. It has sat idle 35 days.
Income plan

Only if you want to know more

Watching for you (3)
Backdoor Roth IRA window closes (both spouses)in 61 days (2026-12-31)
Tax year ends: harvest and estimated-tax checkin 61 days (2026-12-31)
Stage 1 income deadline (employment cliff)in 304 days (2027-08-31)
Rules check (3 broken)
Stop order on Growth Pool name NVDA71 sh sell stop at 180.0 in RH-VIJAY-PRIMARY (placed 2026-07-29). Charter rule 2: mechanical stops on core names caused the MRVL loss.
Stop order on Growth Pool name AMD39 sh sell stop at 417.0 in RH-VIJAY-PRIMARY (placed 2026-08-01). Charter rule 2: mechanical stops on core names caused the MRVL loss.
Stop order on Growth Pool name TSM10 sh sell stop at 396.0 in RH-VIJAY-PRIMARY (placed 2026-08-01). Charter rule 2: mechanical stops on core names caused the MRVL loss.

New money may not go to: none. Semis are 62% of the Growth sleeve (cap 50%).

Tax this year
Realised gains$0
Projected tax$0
Short / long term$0 / $0

Income streams ($1,251/mo)
SPYI$486
QQQI$585
Cash Sweep$180

304 days to the Aug 31, 2027 deadline.

Accounts ($473,083)
Vijay Robinhood$343,335cash $37,304
Anusha Robinhood$97,362cash $11
Vijay Agentic AI$32,386cash $28,082
Data freshness
robinhood0 h agofresh