Once per month, I review:
- whether my core vs tactical structure drifted,
- whether any thesis changed (not just price),
- whether investing is consuming too much attention.
The goal is to stay in the game, not to “win every month”.
Investing · Monthly Reviews
Monthly Reviews
Low-frequency calibration of allocation structure and attention cost.
First geopolitical stress test: the Iran war, a PGR capitulation that closed a nine-month accumulation, and a TACO ceasefire that broke my single-scenario plan. Discipline held; pre-committed action framework did not.
Valuation rotation during software-mageddon: selling expensive SPX beta for discounted quality names, while cleaning up weak positions. Key debate: was this a smart rotation or a structural violation?
Core build under a violent gold swing; upgrading execution rules and controlling attention cost.