Nancy Pelosi Added 9 Stocks Since 2025 — Here’s Her Strategy and What Average Investors Can Actually Copy Her portfolio gained 20.1% in 2025, beating the S&P 500 by 3.5 points. Her husband Paul uses deep in-the-money LEAPS options and concentrates in AI infrastructure. Here is exactly what they are doing — and the honest CPA take on what retail investors can and cannot replicate. Quick Answer: Nancy Pelosi’s husband Paul — a venture capitalist — manages their investment portfolio using deep in-the-money LEAPS call options on large-cap AI infrastructure stocks. The three Magnificent Seven additions since 2025 are Amazon, Nvidia, and Alphabet. The strategy has delivered a 20.1% return in 2025, an 87% win rate since 2014, and an estimated net worth of $628.9 million. The good news: the core principles are replicable for average investors. The bad news: one key ingredient is not. First — Who Is Actually Making These Trades? THE SETUP ...

After AI: Where Big Money Is Investing Next in 2026 Sovereign wealth funds, private equity, and the world’s largest VCs are rotating into six themes that most retail investors haven’t heard of yet. Here’s where the money is actually going — with the receipts to prove it. Quick Answer: Big money hasn’t left AI — it is rotating within it toward the physical infrastructure AI runs on, and expanding into six adjacent themes: AI infrastructure and power, defense tech, robotics, nuclear energy, biotech, and emerging market AI. Each one has billions of dollars in confirmed deals behind it right now. This post breaks down the evidence and what it means for average investors. The Pattern Behind Every Big Money Move Right Now THE BIG PICTURE Sovereign wealth funds from Saudi Arabia, Abu Dhabi, Singapore, and Qatar. Private equity titans like BlackRock and KKR. Venture capital firms like Andreessen Horowitz, Kleiner Perkins, and Sequoia. They are all ...

SpaceX Is Now Public. Here’s How to Invest Through Mutual Funds and ETFs. SPCX closed up 19% on day one. You missed the IPO price — but you didn’t miss the story. Here are six funds that own SpaceX right now, updated as of June 13, 2026, with the CPA take on what each one actually costs you. Quick Answer: SpaceX (SPCX) went public on June 12, 2026 at an IPO price of $135, opened at $150, hit a day high of $176.52, and closed at $160.95 — up 19% on day one. If you didn’t get IPO shares (you almost certainly didn’t), you can still own SpaceX today through six mutual funds and ETFs that already hold it as a top position. This post breaks down each one, what they actually cost, and what a CPA thinks you need to know before buying. What Just Happened — and Why It’s Not Too Late JUNE 12 RECAP SpaceX completed its Nasdaq debut on June 12, 2026 — the largest IPO in Wall Street history. The company raised $75 billion selling mor...

How AI Tools Like Claude Cowork Can Transform the Way You Manage Money — For Personal Finance and Small Business Most people spend more time managing their finances than they realize — and most of that time is not thinking or deciding. It is gathering, categorizing, formatting, and summarizing. AI tools like Claude Cowork are built for exactly this work. This guide shows individuals and small business owners exactly how to use AI for personal finance, bookkeeping, meeting notes, financial analysis, tax preparation, and tax savings strategy — with real examples of what the output actually looks like. Quick Summary: AI tools like Claude, Claude Cowork, ChatGPT, and Copilot can dramatically reduce the time you spend on financial tasks — not by replacing your judgment, but by handling all the assembly, organization, and analysis work that surrounds it. This guide covers six practical use cases with real prompt examples and sample outputs you can use right away. Why Most People...