This site serves as a progress report for my loved ones and a way to occasionally connect with other investors. To investors: This will mainly serve to update on current holdings, changes, and portfolio gains/losses. I do not write articles for publication or commit to buy/sell signals. Most likely we have already spoken on X or Discord groups but feel free to reach out via the contact form if I’ve missed you there and/or you want to have a more in depth discussion. The pages you can view without a password include: the about pages, portfolio/monthlysnapshot, portfolio/quarterlyperformance, discipline/recentlyread, and discipline/tuneoutthenoise.
As an individual investor focused on income and wealth, I invest mainly in companies of interest to me I think have asymetric upside, low downside risk regardless of short-term macro/market drops, are US publicly traded, high-growth, great value, technology, and biotechnology companies with strong differentiation. My objective is to grow my capital for investment (my base) after expenses. I measure my performance over time, not against other investors, funds, or indices. Keeping trade journals sharpens my discipline and skill. This approach aligns me with Time’s long-term perspective and indifference to short-term noise.