Note: This section is primarily for my personal reviews and post-mortems.
If you find it interesting or useful, you’re welcome to read along.
Why I write this
Starting this month, I decided to treat investing as something worth doing properly—not something I ignore until volatility forces my attention.
I also admit a human motivation: investing adds a bit of intensity and color to life.
But this month I learned the cost: investing can silently consume time and attention, and my math study and projects slowed down.
That is why I document and review: to keep investing explainable, repeatable, and in the background, so I can go further without sacrificing what matters most.
Attention boundary (math comes first)
To prevent investing from hijacking my schedule:
- I keep investing in small, scheduled windows (and avoid “always-on monitoring”).
- If I break this boundary, it must be written down and reviewed.
- The goal is not to “win every week”, but to remain consistent for years.
How to read this section
If you’re new:
- Read the Playbook first (the “constitution”).
- Scan a few entries in the Log (execution in the wild).
- Browse Lessons (rules backed by concrete cases).
- Use Monthly Reviews to see how structure and attention drift over time.
My pre-trade checklist
Before any buy/sell/add/reduce decision, I try to do three things:
- Mirror intent: structural allocation move or emotional reaction?
- Check for new information: did the thesis change, or is it just volatility/noise?
- Default action: if evidence is weak, default to no action or tiny adjustments using new cash only.
Cadence
- Log: not frequent—just honest and close to the decision (3–10 minutes).
- Monthly review: once per month, mainly to detect drift and attention cost.
- Lessons: if the same mistake appears twice, it gets turned into an explicit rule.