One-Page Summary
Tear Sheet
Everything on this site, on one page: real numbers, the compliance record, and where to verify each claim. Built for a reader with 60 seconds, not 60 pages.
6 / 6Verifiable IPS Rules Compliant
32Positions
+0.97%Today
+72.14%All-time (dollar-weighted)
The essentials
| Started | 2022, with $500 of saved earnings and gift money — see the Founding Note. |
|---|---|
| Governing document | A written Investment Policy Statement, revised openly, with a logged revision history. |
| Verification | Every dollar figure is Blossom-verified, linked directly to my brokerage — not typed in by hand. |
| Bucket structure | Core 63.7% · Index hedge 18.4% · Emerging growth 8.6% · Speculative 6.5% · Leveraged 2.8% |
| Rule compliance | 6 of 6 currently-verifiable IPS caps compliant. The single-position cap (SNDK) resolved back under 10% via a price pullback, not an executed trim — see the Compliance Ledger for the honest version of that distinction. |
| Concentration risk | 60.93% of the book shares one AI-infrastructure theme, disclosed on the Thematic Exposure page. |
| Latest self-correction | July 2026 Portfolio Review & Retrospective: an intended NBIL trim wasn't executed — the market resized the position, not my discipline. Full account in the July letter. |
| Learning in practice | Business foundations, entrepreneurship, small-business management, and composition inform the research process described on the About page. |
Read next
Best-performing position (SNDK, +257.44%) · Latest full letter · About & academic crosswalk · Full Investment Policy Statement