A GIPS-compliant composite, live since April 2026. Documented before the outcome — every position has a timestamped record preceding execution post April 2026.
| Metric | Value |
|---|---|
| Inception Date | April 2, 2026 |
| Methodology | Modified Dietz, Chain-Linked |
| Status | GIPS-Compliant, Live |
| Third-Party Verification | In Progress |
| Ticker | Company | Entry | Status | Reasoning |
|---|
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.
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.