Next Monthly Update: June 30, 2026

This Monthly Update: On May 29, 2026, my portfolio is up +0.05% YTD and up +56.4% after living expenses since inception. I have 0.6% of portfolio value in credit card debt today and am not keeping a separate rent cushion at this time though this data includes June having been paid. All taxes up to and including 2025 have been 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.

Note on historical context: This track record begins strictly after the sale of my home, which was a deliberate decision to fully capitalize my strategy. It excludes my initial six years of part-time investing and a subsequent two-year full-time period. That early period resulted in a critical drawdown of capital, the resulting conclusion of a long-term personal partnership, and a foundational restructuring of my psychological approach to the market. This ledger marks a disciplined reset—commencing only after a year of rigorous process testing, aligning with an established mentor community, and recommitting my capital. Importantly, I initiated this website at the earliest date recorded here, November 2024. For a more complete account, go to the my story page.