Portfolio map
Where liquid assets, 401(k) holdings, cash, and illiquid exposure sit before making new moves.
Weekly note
Hayes Financial Letter
Recurring notes on AI-guided wealth.
A simple dispatch on direct technology exposure, risk, hedging around locked holdings, liquidity, taxes, Bitcoin, options, and the portfolio decisions hiding behind the headlines.
What you get
A cleaner way to follow the portfolio.
The newsletter is built for investors who want context without noise. It is recurring, easy to manage, and focused on the same operating system as the platform: what you own, why it exists, what cannot be moved, and what should be hedged.
01
AI and technology portfolio notes without fund-stack clutter
02
Risk, cash, 401(k), legacy, and illiquid holding context
03
Bitcoin, MicroStrategy, options, and alternatives inside limits
04
Monthly portfolio review prompts and research watchlist ideas
Sample cadence
Simple recurring coverage.
The page stays intentionally light. The subscription is easy to find from the top nav, and the reader has one clear action.
Technology edge
AI, software, semis, infrastructure, and fintech ideas filtered through risk and position sizing.
Research watchlist
Hedge layer
Notes on cash, protective assets, Bitcoin, options, and alternatives inside defined limits.
Monthly review