You found the map. This page covers what I do, how the site fits together, and how to reach me.

What I Do

I am an individual investor focused on long-term wealth building and living off my base and profits. My objective is to grow my capital after living expenses on an annual basis, measuring performance through weekly data points and journaling my decisions and reflections. I invest in companies where I have high conviction, seeking asymmetrical upside and comparatively low downside risk, regardless of short-term market drops. My interests lie mainly in biotechnology, but I also invest in technology, fintech, and energy companies with strong differentiation.

I do not write articles for publication, offer buy/sell signals, provide a subscription service, or give financial advice — at least not according to how FINRA and the SEC define it.

How This Site Area Is Organized

Performance history is the record — returns since inception, after all living expenses. Portfolio & pulse is what I own right now and what's moving. My investment theses is why I own it — the working documents behind each position. Remember is where I go to stay "in-Time" psychologically while markets react (I go deeper into what that means on my story). And reading is what's currently on my desk and in my head.

Conversation

If any of this sparks something — a stock, a question, the psychology of it — I'd genuinely enjoy the conversation. I recommend using my portfolio — as I would use yours — to gather ideas and learn from each other's interests and style. We can also share experiences and discuss the psychology required to succeed long-term.

This space isn't advertised, which is part of why it's interesting to me that you're here — it means we connected somewhere in life, and I get to hear about you too. You likely have my contact info already; if not, ask the friend who sent you.