Reference
Resources
This site publishes more than the main nine tabs cover — live verification pages that check the portfolio against its own rules, and standalone reports meant to be read or downloaded on their own. They don't need their own top-level tab, but they shouldn't be hard to find either. Everything below is real and current, not placeholder.
Live Verification
Updates with HoldingsWeekly Digest
Every letter, news writeup, opinion piece, and earnings report published this week, gathered in one place and regenerated automatically — also available as its own RSS item.
Compliance Ledger
Every cap in the Investment Policy Statement, checked live against today's actual portfolio — including breaches, and how each one actually got resolved.
Performance Tracker
Real, daily-logged cumulative return of the portfolio against SPY, QQQ, and IWM — indexed to 100, toggleable benchmarks, honest about when tracking actually started.
Thematic Exposure
How much of the book depends on a single underlying theme — AI infrastructure, compute, and power — computed live from Holdings weights, not asserted once in a letter.
Sources & Research Log
Where every number on this site actually comes from, aggregated across every position, earnings, and watchlist page — the sourcing hierarchy and citation counts behind the research.
AEA Halal Growth 50
Fifty Sharia-screened companies across nine sectors, equal-weighted at 2% each. Includes the full constituent table, sector map, methodology, and downloadable holdings file.
Reports & Documents
Printable · downloadableComparisons
26 real head-to-head writeups across 60 tickers, benchmarking held positions against competitors and watchlist names on real fundamentals. Searchable by ticker.
Coverage Book
Consistent initiating-coverage one-pagers — business description, thesis, bull/base/bear cases, key risks, catalysts, and valuation — filterable by IPS bucket.
Tear Sheet
A one-page, printable summary of AEA Capital Research: real portfolio numbers, the compliance record, and where to verify every claim.
Q3 2026 Strategy Briefing
A five-page strategy briefing: macro positioning, the semiconductor/AI-infrastructure thesis, portfolio positioning, personal Q3 outlook, and risk disclosures.