Portfolio Overview: Conviction, Structure, and Process

Disclaimer: Nothing in this article (or substack) is considered investment advice and is solely the opinion of the author.

I don’t update my portfolio frequently, and I don’t intend to. This isn’t meant to be a running P&L or a trade log. The purpose of sharing this is to provide context around how I think about conviction, sizing, and risk in my own portfolio, not to offer trade alerts or instructions. That said, accountability matters. So I want to clearly define what this portfolio is, where it came from, and how I currently think about it as part of this new conviction tier. This tier will reveal my entire process for this portfolio grouping.