Project 01 · Active
A $100,000 paper portfolio, picked in July 2026 and tracked monthly through 12th grade. Every position has a written reason; every month gets a note on what changed.
This Project
→The spine: the falsifiable questions this project actually tests — process over outcome.
Read first →Every pick's claim and named risk, graded to held / broke / still open — with the lesson.
8 open →Buy/sell notes, posted the first week of every month. Start with the July 2026 entry.
1 post →Every buy and sell, dated, with the reasoning and the risk named at entry.
8 trades →Running tracker: portfolio return vs. the S&P 500, updated alongside each monthly post.
Live →Estimated annual income and yield on cost across the book, live from the fundamentals.
Live →The 8 stocks in the portfolio right now, and the one-line thesis behind each.
8 positions →Sell a position and reinvest, with live cash validation — staged here, then recorded to the log.
Tool