As of market close June 30: up 15.7% YTD, and up 80.9% since inception (November 2024) — after all living expenses.
I carry no meaningful debt today. All taxes through 2025 are paid.
My goals are to consistently grow this figure on an annual basis, maintain zero or near-zero debt, improve the consistency of my investing/trading habits and execution, and take full advantage of compounding over time.
Next Monthly Update: July 31, 2026
Note on historical context: A note on the starting point: this record begins where I recommitted — selling my home in late 2024 to fund a rebuilt strategy, after earlier years that included real losses. I count from that line deliberately, and I'd rather you know that than wonder about it. The fuller account is in my story.
Gemini drew this for me: Prometheus. To be a long-term investor is to endure the daily "eagle" of market volatility, all for the sake of capturing that most otherwise elusive gift of the gods—the eternal flame of compounded growth. Just as Prometheus was ultimately unbound after sharing his gift of prophecy, the investor who masters his foresight finds liberation, eventually moving to the freedom of the fire he has claimed.
This is my image for the Senex archetype, which I am developing to ground its inseparable counterpart, the Puer; it is the Appennine Colossus in Florence, commissioned by the Medici family, standing as a reminder that the fire of intuition must be anchored by the grounding weight of memory, rule, and the discipline of process in order to care for everything I touch.
