An honest, auditable record. The rules below are published upfront and never changed retroactively — the same provenance philosophy the tools are built on, applied to my own decisions. Every open position links to the case study that argued for it.
Setting up — the portfolio launches with its first positions later this year. Rules are fixed at launch.
Returns are computed with Portfolio Performance (true time-weighted and money-weighted returns). Prices are recorded at the close on the entry/exit date. Notional only — no real capital is at risk.
| Company | Entry date | Entry price | Weight | Return | Case study |
|---|---|---|---|---|---|
| No open positions yet. | |||||
| Company | Held | Entry | Exit | Return | Case study |
|---|---|---|---|---|---|
| No closed positions yet. | |||||
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