Equities playbook for individuals

The debasement-aware equity portfolio

• Why equities outpace inflation over time — and why that's not guaranteed
• Hard-money equity sectors: mining, energy, commodity producers
• Bitcoin-adjacent equities: MSTR, mining stocks, spot ETFs
• Core/satellite framework: stable core + debasement-hedge satellite

Retirement account equity strategy

• Traditional IRA vs. Roth IRA — which is better in a debasement environment
• Backdoor Roth strategy for high earners
• 401(k) allocation in a dollar debasement framework
• Adding Bitcoin ETFs and commodity ETFs inside a retirement account

Non-retirement account equity strategy

• Taxable account advantages: flexibility, no RMDs, step-up in basis
• Tax-loss harvesting to offset gains
• Dividend-focused equities vs. growth equities in a debasement portfolio
• Portfolio rebalancing cadence — quarterly vs. threshold-based

Dollar-cost averaging in a volatile macro environment

• Why DCA is a debasement defense strategy, not just a beginner move
• Automating purchases across equities and digital assets
• DCA into LEAPS — a more advanced approach