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The public record.
A GIPS-compliant composite, live since April 2026. Documented before the outcome—every position has a timestamped record preceding execution post April 2026.
Return since inception · April 2, 2026
Every closed month.
Edit one row in app/data.js at month-end. The cumulative chart and headline update automatically.
Proof Trails.
These records do not represent the composite. They connect an individual company’s published research, documented position, monitoring, and eventual outcome.
$DUOL Duolingo
Leading app in a category with durable engagement mechanics. Thesis memo linked.
$POWL Powell Industries
Undervalued given earnings growth.
$SPY S&P 500
Excess Cash deployment.
$QQQ Nasdaq 100
Excess Cash deployment.
Track record continuity
The GIPS-compliant composite began April 2, 2026 and is the standard used for all forward performance reporting. Prior personal brokerage activity dates to 2023 and is disclosed separately below—it predates GIPS compliance and pre-trade memo documentation, and is not presented as part of the audited composite.
Composite standard
Modified Dietz, Chain-Linked. Third-party verification is in progress.
Disclosures. All performance figures presented are for informational purposes only and do not constitute investment advice or a solicitation to buy or sell any security. Past performance is not indicative of future results. The GIPS-compliant composite reflects returns beginning April 2, 2026 under a Modified Dietz, chain-linked methodology. Third-party verification is in progress. Prior personal brokerage returns, where referenced, predate formal GIPS compliance and are disclosed for continuity of context only—they are not held to the same documentation standard as the current composite. Every position in the current composite is preceded by a timestamped pre-trade memo publicly available in the research library.