Project 01 · Active

Portfolio & Analysis

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.

Monthly Updates

Buy/sell notes, posted the first week of every month. Start with the July 2026 entry.

1 post

Performance

Running tracker: portfolio return vs. the S&P 500, updated alongside each monthly post.

Live

Current Holdings

The 8 stocks in the portfolio right now, and the one-line thesis behind each.

8 positions