🎯 Next Actions — Know Exactly What to Do
⚡ Trigger Alerts
📅 Catalyst Calendar
🏦 Individual Brokerage
Z31836993
📊 Morgan Stanley Managed
Z39168352 · Advisor-managed ETF portfolio
🟢 Roth IRA
236231244 · Fidelity · Tax-free growth
💵 Cash Management TOD
Z28833138 · Fidelity
$12,187.14
Money Market · earning yield · TOD beneficiary
War Chest contribution
Earmarked → Property 2027
₿ Crypto
Cold Wallet · Chris only
👁️ Fidelity Watchlist
STRC · Strategy Preferred
—
Par $100 · 11.5% variable · BTC-backed
🚦 Buy when: war chest at $150K + BTC stable 60 days
Max 3–5% of Roth IRA
BTC-USD · STRC safety check
—
> $60K = STRC dividend safe
< $50K = STRC dividend at risk
Monitor before any STRC buy
🏦 Property War Chest
2027 · DSCR · Long Beach / HB
Cash Mgmt $12.2K earmarked
🥇 Hard Assets (Off-Brokerage)
Total gain: —