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Investing

Personal notes on principles, assets, macro, and behavior review. No hot takes—focus on a repeatable framework; specific holdings change as understanding evolves.

Disclaimer

Content on this site is personal learning notes only and does not constitute investment advice. Markets involve risk; make your own decisions.

Reading order

OrderChapterWhat it answers
1Principles & frameworkWho I am as an investor, goals, decision framework
2Assets & instrumentsHow to use and screen stocks, funds, etc.
3Macro & industryWhere we are in the cycle and in an industry
4Behavior & reviewBiases, logging, and post-mortems
tip

How to use this section: Read Investment framework and Discipline & sizing first, then go deeper on assets and macro as needed. Before and after major trades, use the Decision journal template.

Subsections

ChapterFile
Principles & frameworkprinciples
Assets & instrumentsassets
Macro & industrymacro-industry
Behavior & reviewbehavior-review

Core beliefs (personal)

  • Long-term compounding beats frequent trading; time horizon drives which metrics matter.
  • Bet inside the circle of competence; outside it, use indices or sit out.
  • Sizing and discipline are the first layer of risk control; security selection is the second.
  • Write it down: thesis, triggers, exit reasons—or you cannot review honestly.