MS
Michael Schopf (not verified)
24th August 2026 | 1:30pm

Thank you for the kind words. Two small clarifications. It is a model portfolio, so no client capital at risk, and I say that openly in the article. But it runs live: every decision is documented with a timestamp, at real market prices, including trading costs. No backtest, no looking backwards.
And second: the article is deliberately about process, not recommendations. The stocks are illustrations of how the workflow behaves, including when it hurts.