§ Weekly Review · trade-by-trade
§ My Strategy · the playbook
The simplest portfolio I run, the one I'd hand to almost any reader, and the one that holds the rest of my work to account.
If indexing wins on base rates, why pick stocks at all? The five-layer answer I work through every Saturday morning.
Fourteen investors whose books form the substrate of the Blue Portfolio. The rules I trust are the ones where the Council overlaps.
The second of three screeners. Large-cap only, built to surface boring, well-run businesses returning real cash to their shareholders.
The first of three screeners I run every Saturday. Broad-cap, strict-quality, looking for businesses worth a closer look — regardless of size.
§ One email · Saturday morning
The Saturday note ships the highlights — a sparkline, the trade list, what I’d do differently. Members get the full play-by-play and the screener export. Cancel any Saturday.
§ Foundations · the dictionary