Reletter
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Clear, beginner-friendly investing research: selected lessons for free readers, plus the full Daily Lens, Crypto Lens, Dip Hunter Radar, Learning Portfolio and community chat for members.

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Issues105Founded3 months agoLast Issue5 days ago
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Latest Issues

When Should a Portfolio Change?

The Daily Lens | 18 September 2026

Good morning, lovely SIS members and newcomers. 💚

Friday is here, the weekend is just around the corner, and I hope today turns into a really good one for you.

But before I close Portfolio Construction...

5 days ago
17
2

How Much Is Too Much for One Investment?

Good morning. 💚

How much is too much for one investment?

Not how much you like the company.

Not how exciting the story is.

Not even how convinced you are that you are right.

How much of your portfolio should one idea be allowed to con...

6 days ago
21
7

How Many Positions Are Enough?

The Daily Lens | 16 September 2026

If you have been reading the Daily Lens for a while, welcome back 💚

And if today is your first time here, welcome too. I’m really glad you found us.

The Daily Lens is free to read. One investing lesson...

7 days ago
12
7

ETFs or Individual Stocks? Diversification, Control or Conviction?

The Daily Lens — 15 September 2026

An ETF can feel boring.

An individual stock can feel exciting.

But your portfolio is not built to entertain you.

It is built to do a job.

And for a beginner, that leads to a much better question than:...

8 days ago
27
7

This Is How You Build a Portfolio Instead of Just Buying Investments

Good morning. 💚

Last week, we asked what a portfolio can say about you.

This week, we stop describing the portfolio.

We start building one.

And we begin with a deceptively simple question:

How do you decide what actually belongs in a...

9 days ago
21
3

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  • Simple Investing School

    Learn investing without hype. Clear lessons on stocks, ETFs and crypto. Daily Lens, Crypto Lens, the SIS Learning Portfolio and plenty of free educational videos. Free to start.

  • Learning.Investing.Thriving.

    Ex–Morgan Stanley & JP Morgan | Hedge Fund Vet | Now Teaching the Next Gen 20+ years in global markets. Equity trading. Hedge funds. Been there, done that. Creator of Learning.Investing.Thriving: Finance Made Simple.

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