September 2026 Portfolio Review: In a Closed Pool, Averaging Down Means Selling Winners
A month with no trades erased my YTD gain, and showed me that in a fixed pool, averaging down means selling winners to fund losers.
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June Didn’t Change My Portfolio. It Changed How I Look At It.
June was my worst month of the year. So I stopped tracking 25 stocks and started tracking 4 themes instead. Turns out I’m better at finding good companies than deciding how much of the portfolio each one deserves.
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The Iran War, My Portfolio, and Why I’m Considering Honeywell
Five weeks into the Iran war, the Strait of Hormuz is still largely shut and markets are feeling it. Here’s how I’m thinking about my portfolio — why I’m trimming ALB and exiting NOG, and why Honeywell (HON) is the stock I’m watching closely for 2026.