Historical decisions

Investment Portfolio

Historical investment theses, position changes, outcomes, and postmortems.

Disclosure: Historical research is not a current recommendation. Records will use delayed publication, closed positions, redacted sizes, or percentage weights.
Aug 2025

Small-account equities record: August–November 2025

A privacy-reviewed audit of a historical account record, including the observed equity path, drawdown, evidence gaps, and limits on attribution.

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