The basket, live
This page is the actual portfolio — not a model, not a backtest — run against the rules on the Methodology page. Position-level metrics (P/TBV, F-Score, sell targets) will populate as more names clear the screen; for now it's one live position plus a T-bill sleeve holding the rest in cash-equivalents while the basket builds out.
Tracking started August 17, 2026 — the day I sold out of the old test basket entirely, moved to cash, and bought the first live position. Everything above Performance tracks this account only, from that date. Performance further down publishes a different, prior account's results for credibility — see the note there for how the two relate. And the "reconciled against broker statement" line matters more than it looks — anyone can publish a table; matching it against the actual broker statement is the difference between a track record and a claim. See "How this is verified" below.
Holdings
Allocation
By country
By sector
Not built yet — sector breakdown needs a GICS classification per holding, which isn't wired into the pipeline yet. Coming once that join exists.
How this is verified
A live dashboard I built myself, running off a database I control, isn't independently verifiable on its own — a skeptical reader should assume that and I'd rather say it than pretend it away. Two things close that gap:
Monthly broker tear sheet — not yet published; the first one posts here once this account has a complete month of history. It'll be an unedited, broker-generated performance statement alongside the dashboard, so the numbers can be checked directly instead of taking my word for it.
Third-party verification link — not yet set up.
Trust the broker, not the blogger.
Performance
Before this account, the same process ran on a prior personal account from March 6, 2024 to August 14, 2026 while I proved it out: +54.17% cumulative, audited through my broker's own reporting rather than my own spreadsheet. That record, its caveats, and the story behind it live on the About page. This page tracks the live account only, from zero, so nothing old pads the current numbers.
A note on what this page is not
This is a record, not a recommendation. Nothing on this page is personalized to you, and nothing here is telling you to buy or sell anything. See the About page for the full disclaimer. If you want the trade-by-trade detail behind these numbers — the actual buys, adds, and exits, dated and reasoned — that's the Trade Log.