Real-time tracking of a $5,000 starting portfolio across equities and options. Every position is documented with a published thesis. This project is primarily a research and learning exercise.
| Symbol | Type | Entry | Exit | Hold Period | Realized P&L | Result |
|---|---|---|---|---|---|---|
|
SPX PUT
Jan 9 · ~6,940 Strike
Closed · Options
|
PUT | $1.80 / contract | $5.50 / contract | ~2 hrs (intraday) | +$1,110 | +306% |
|
COIN
Coinbase Global
Closed · Equity
|
Equity | $274.50 | $258.80 | 11 days | −$31.40 | −5.7% |
|
MSFT
Microsoft Corp.
Closed · Equity
|
Equity | $422.10 | $436.70 | 19 days | +$29.20 | +3.5% |
This portfolio exists primarily as a research and learning vehicle. Each position is backed by a published thesis that precedes the trade. The goal is to develop a rigorous, repeatable process for investment analysis, not to generate returns.
Equities are selected based on fundamental analysis: earnings quality, competitive moat, management track record, and valuation relative to growth. Options are used to learn derivatives mechanics, understand volatility pricing, and manage risk without speculating aggressively.
Every trade, including losses, is logged transparently. The S&P 500 (SPY) serves as the benchmark. Beating it consistently would be a secondary goal; understanding why positions work or fail is the primary one.