Positions
| Ticker | Sleeve | Wt% | Start | Buy $ | Shares |
Price | Day | YTD | 1Yr | Return | Value $ | Gain $ |
Click a position for its thesis & kill-criterion.
Live performance tracker — walk-forward from entry, $100k each
| Book | Start | Days | Start $ | Current $ | Gain $ | Return | vs this book |
Backtest — growth of $10,000 (monthly-rebalanced, hypothetical)
Risk & return
| Series | Total | CAGR | Vol | Sharpe | MaxDD |
|---|
Research log & notes — reasoning & change history; add an entry when something material happens