Personal investment journal
Codie Capital Research
Codie Capital Research is my personal investment journal. I use it to record what I own, why I own it, what I am learning, and how my thinking changes over time. The aim is to build a long-term public record of my decisions, mistakes, lessons, and development as an investor.
This is a personal investment journal only. It is not financial advice, not a fund, and not a money-management service.
Best First Reads
- Read My First Letter - The best place to understand why this public record exists.
- Latest Portfolio Update - August 2026 review is the current source-of-truth review.
- Current Portfolio - What I own, the cash position, and how each holding is grouped.
Latest Portfolio Snapshot
- Latest review
- August 2026 review
- Current account value
- £2,009.30
- Starting value
- £1,999
- Current return
- +0.52%
- Cash balance
- £0.56
The snapshot is updated through the latest published portfolio review.
Portfolio Value History
| Week | Date | Portfolio value | Source |
|---|---|---|---|
| Week 1 | 8 March 2026 | Starting baseline: £1,999 | Baseline |
| Week 3 | March 2026 | £1,860.18 | Recorded |
| Week 4 | 30 March 2026 | Around £1,860 | Approximate |
| Week 5 | 05 April 2026 | Around £1,931 | Approximate |
| Week 6 | 12 April 2026 | Around £1,960 | Approximate |
| Week 7 | April 2026 | £2,025.84 | Recorded |
| Week 8 | 28 April 2026 | £2,008.07 | Recorded |
| Week 9 | 04 May 2026 | Around £2,000 | Approximate |
| Week 10 | 11 May 2026 | £1,986.69 | Recorded |
| Week 11 | 15 May 2026 | c. £1,974.37 | Recorded |
| Week 12 | 22 May 2026 | £1,983.39 | Recorded |
| Week 13 | 2 June 2026 | Around £2,007 | Approximate |
| Week 14 | 9 June 2026 | Around £1,979.98 | Approximate |
| Week 15 | 16 June 2026 | £2,055.86 | Recorded |
| Week 16 | 23 June 2026 | Around £1,981 | Approximate |
| Week 18 | 7 July 2026 | £2,008 | Recorded |
| August review | 6 August 2026 | £2,009.30 | Recorded |
Week 2 did not record a precise account value, so it is not plotted in the line chart.
More Sections
- Portfolio Journal - My regular record of portfolio changes, market thoughts, decisions, and lessons.
- Letters - Longer reflections behind the portfolio reviews, starting with My First Letter.
- Investment Process - The rules and habits I am trying to build around capital protection, patience, position sizing, and written reasoning.
- About - Who I am, why I started investing, and why this public record exists.