The book · open · — positions

Every position. Every layer. The signals I watch.

No private spreadsheet, no curated highlight reel. This is the book as it actually sits, with the monitoring signals written underneath.

Lifetime gain

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vs cost · —

Account value

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USD · single brokerage

vs SPY YTD

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book minus SPY

Positions

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core / frontier / parking

Core — · compounders Frontier — · moonshots Parking — · index + watch

▌ Positions · — open Sorted by sleeve, then weight · prices checking · API —

Ticker	Name	Sleeve	Layer	Last	Day %	Lifetime %	Weight
— loading positions —

▌ What I monitor

Signals I watch.

Not promises I make. These are the signals I watch on this book. Crossing one of them is a prompt to re-read the thesis, not a mechanical trigger.