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.

The Research Question

The spine: the falsifiable questions this project actually tests — process over outcome.

Read first

Thesis Scorecard

Every pick's claim and named risk, graded to held / broke / still open — with the lesson.

8 open

Monthly Updates

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

1 post

Trade Journal

Every buy and sell, dated, with the reasoning and the risk named at entry.

8 trades

Performance

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

Live

Dividend Income

Estimated annual income and yield on cost across the book, live from the fundamentals.

Live

Current Holdings

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

8 positions

Rebalance

Sell a position and reinvest, with live cash validation — staged here, then recorded to the log.

Tool