
Building a liquid market portfolio in public, with independent research, transparent decisions, and a long-term compounding mindset.
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 29 | Founded | 2 years ago | Last Issue | 8 days ago |
| Active | |||||

We are adding Microsoft to the portfolio as a starter position.
Source
Ticker:
Decision: Starter
Entry price: $362.62
Initial sizing: 2%
Price Target: $710
This is a starter position.
Microsoft remains one of the highest-qual...
Welcome to our monthly portfolio update.
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The portfolio curren...
Welcome to the The Ledger.
I am building a real-money portfolio in public. The portfolio is multi-asset, liquid, and managed with a permanent capital mindset.
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Some ideas deserve attention before they deserve capital.
This series is where we study one asset at a time, define the risk, and decide what price would make the bet worth taking.
I am building a real-money portfolio in public. Subscribe...
Some ideas deserve attention before they deserve capital.
This series is where we study one asset at a time, define the risk, and decide what price would make the bet worth taking.
I am building a real-money portfolio in public. Subscribe...
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The writers behind this newsletter.
Multi-asset investor/analyst. I’m building a public portfolio and sharing the process.
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