One-Page Summary
Tear Sheet
Everything on this site, on one page: real numbers, the compliance record, and where to verify each claim. Built for a reader with 60 seconds, not 60 pages.
6 / 6Verifiable IPS Rules Compliant
32Positions
+0.74%September 29, 2026 close
+72.14%All-time (dollar-weighted)
The essentials
| Started | 2022, with $500 of saved earnings and gift money — see the Founding Note. |
|---|---|
| Governing document | A written Investment Policy Statement, revised openly, with a logged revision history. |
| Verification | Every dollar figure is Blossom-verified, linked directly to my brokerage — not typed in by hand. |
| Bucket structure | Core 62.84% · Index hedge 17.59% · Emerging growth 11.74% · Speculative 5.60% · Leveraged 2.25% |
| Rule compliance | 6 of 6 currently-verifiable IPS caps compliant. SNDK is 9.70%, below the 10% single-position limit; the prior process failure remains openly documented — see the Compliance Ledger. |
| Concentration risk | 61.49% of the book shares one AI-infrastructure theme, disclosed on the Thematic Exposure page. |
| Latest self-correction | A private SpaceX mark had been treated like a new daily close, creating a false daily loss. The updater now holds private marks flat until a verified valuation change — see What I Got Wrong. |
| Learning in practice | Business foundations, entrepreneurship, small-business management, and composition inform the research process described on the About page. |
Read next
Best-performing holding (SNDK, +257.97%) · Leveraged sleeve (NBIL, +189.71% — a 2× daily ETF) · September checkpoint · August 2026 month-end tear sheet · About & academic crosswalk · Full Investment Policy Statement