Compare calendar reviews, allocation thresholds and new-cash rebalancing. Work through fees and test a written crypto rule with transparent tools.
Author Archives: tradingbosss
Crypto Portfolio Rebalancing Strategies: Calendar, Threshold and New Cash
Compare crypto rebalancing rules, execution timing, fees and drawdowns. Includes synthetic arithmetic and a reproducible historical example with free tools.
Stock screener data pipeline: quotas, exports and daily-bar checks
Build a traceable screening workflow by separating API entitlements, metric definitions, missing data and daily-bar inspection from historical performance.
Salary increase vs inflation: compare real pay and purchasing power
Compare nominal pay growth with a compatible price-index ratio, preserve the salary basis and separate observed inflation from future assumptions.
13-week cash flow forecast: opening cash and delayed collections
Build a dated cash schedule, inspect daily gaps hidden by weekly totals and preserve baseline versus delayed-collection assumptions.
Trading journal vs portfolio tracker: build a reproducible research workflow
Separate closed-trade review, current holdings and simulated execution. Keep source records and assumptions across a practical research workflow.
Etsy order profit: reconcile shipping, tax and Offsite Ads
Reproduce a US Etsy order-margin example, separate collected tax from revenue, and compare attributed Offsite Ads costs with other selling expenses.
Mortgage recast vs extra principal: compare the same loan and horizon
A worked framework for comparing a mortgage recast with an extra principal payment, including fees, remaining balances and cash-flow differences.
How much capital for $1,000 a month in dividends? Test the assumptions
Calculate an illustrative dividend-income goal, compare gross and net targets, and test a dividend cut without treating yield as a promise.
Etsy US Profit After Fees, Shipping and Offsite Ads
Separate customer tax, seller revenue, platform charges and fulfilment costs when estimating one order.