Real decisions. Real numbers. Including the ones that did not work.
PROCESS BEFORE PREDICTION.The public portfolio shows what I own.
The Journal shows why.
Every entry records the original thesis, new data, risk and the next step.
A strong quarter is not an automatic buy. A weak quarter is not an automatic sell. A low valuation is not proof that the market is wrong.
Content follows the way decisions are actually made, not what happens to attract attention.
A record of my decisions and the reasons behind them
Portfolio overview and position scores
Market developments and dividend cash flow
Concentration and weak points
What did not work and what I learned from it
Tickers I follow but do not own yet
Personal experience, decision-making and protection from expensive mistakes.
≈ €4.92 / month
Launch price for the first one hundred members. Then 59 € per year.
Join the membership