After Hours

Investing

1×3×5×7×202120222023202420252026Portfolio 7.3×S&P 500 1.8×2021Portfolio 1.0×S&P 500 1.0×2022Portfolio 1.5×S&P 500 1.1×2023Portfolio 2.2×S&P 500 1.3×2024Portfolio 3.3×S&P 500 1.4×2025Portfolio 4.9×S&P 500 1.6×2026Portfolio 7.3×S&P 500 1.8×
Growth of a dollar since 2021 — time-weighted, both annualized over the same window.

My approach is fairly ordinary. I own a small number of companies I can explain in plain language, usually because I suspect macroeconomic catalysts ahead of them are not priced in. However, I'm wrong enough that I've started building statistical methods to check my own judgment.

Pastimes

ReadingCurrently: The Brothers Karamazov, Letters from a Stoic
GolfA work in progress (Handicap: 6.4)
MoviesGodfather, Schindler's List, 12 Angry Men
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