The Honest Portfolio - Third Edition
What I Own. What I Am Watching. What I Would Change. Written as of August 13, 2026.
A repeatable framework for making investing decisions you can stand behind. Real positions, real reasoning, no predictions.
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What I Own. What I Am Watching. What I Would Change. Written as of August 13, 2026.

August 16, 2026 | Everything you need to walk into Monday prepared | Data as of August 14
How to build a portfolio that does not need you to.
Written August 7, 2026.

August 9, 2026 | Everything you need to walk into Monday prepared | Data as of August 8
What It Is, How It Works, and Whether It Is Right for You?
Written on August 2, 2026.
August 2, 2026 | Everything you need to walk into Monday prepared.
Here Is What You Need to Know.
The names everyone knows already graduated to large cap. Here is what is left.