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.
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.