Update - Latest transaction export reviewed
Date: 16 June 2026
Portfolio holdings and cash were updated from the latest transaction export through 16 June 2026. Market value remains a manual/live-pricing item.
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Codie Capital Research Review Index
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This website is a personal investment research and portfolio journal. It is not investment advice. I am not FCA-authorised, I do not manage money for other people, and nothing on this site should be treated as a recommendation to buy, sell, or hold any investment. All trades, holdings, research notes, and opinions shown here relate to my own personal portfolio and my own decision-making process. Do not copy my trades. Always do your own research and seek professional advice where appropriate.
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Site Purpose
Codie Capital Research is Codie Marillier's personal investment research and portfolio journal. It documents his own portfolio, weekly reviews, holdings, books, process, mistakes, and long-term development as a private investor.
It is not a fund, advisory service, investment service, capital-raising site, or money-management business.
Latest Portfolio Snapshot
Latest review: Week 15
Current account value
£2,055.86
£2,055.86
Starting value
£1,999
£1,999
Current return
+2.84%
+2.84%
Cash balance
£118.47
£118.47
Core Links
- Home public route - The homepage introduces Codie Capital Research as Codie Marillier’s personal investment journal and points readers to the portfolio, journal, books, process, about page, and disclaimer.
- Current Portfolio public route - The portfolio page records Codie’s own current holdings, Week 15 account value, starting value, cash, latest return, winners, drags, portfolio role notes, and latest action plan.
- Portfolio Journal public route - The journal page lists weekly review cards and journal entries with dates, account values where available, main trades, and lessons.
- Books That Shaped My Thinking public route - The books page contains the full Books That Shaped My Thinking section with personal reflections on every book and how each shaped Codie’s investing and personal development.
- Investment Process public route - The process page sets out the investing rulebook: protect capital, size positions properly, write reasoning, keep cash discipline, avoid leverage and impulsive trades, and review weekly.
- About Codie Marillier public route - The about page explains Codie’s investing background, early interest in markets, first Bitcoin investment, family real estate influence, lessons from mistakes, and reading development.
- Disclaimer public route - The disclaimer page explains that the site is a personal investment research and portfolio journal, not investment advice, not FCA-authorised, and not a recommendation.
- AI-Readable Review Index public route - The AI page is a complete plain HTML archive for ChatGPT, AI review tools, Google crawlers, and simple browser-fetch tools.
- Week 15 Portfolio Summary public route - AI-readable full text
- Week 14 Summary public route - AI-readable full text
- Week 13 Summary public route - AI-readable full text
- Week 12 Portfolio Summary public route - AI-readable full text
- Week 11 Portfolio Summary public route - AI-readable full text
- Week 10 Portfolio Summary public route - AI-readable full text
- Week 9 Portfolio Summary public route - AI-readable full text
- Week 8 Portfolio Summary public route - AI-readable full text
- Week 7 Portfolio Summary public route - AI-readable full text
- Week 6 Portfolio Review public route - AI-readable full text
- Week 5 Portfolio Review public route - AI-readable full text
- Week 4 Portfolio Summary public route - AI-readable full text
- Week 3 Portfolio Summary public route - AI-readable full text
- Week 2 summary public route - AI-readable full text
- Week 1 Portfolio Summary public route - AI-readable full text
- Why the Rulebook Exists public route - AI-readable full text
- Google Re-entry Plan public route - AI-readable full text
- Microsoft Trade Reflection public route - AI-readable full text
- Alphabet: Re-entry Discipline AI-readable research note
- ASML and the AI Infrastructure Thesis AI-readable research note
- Gold as a Portfolio Hedge AI-readable research note
- Handling Winners AI-readable research note
- Rheinmetall Risk Review AI-readable research note
AI Tools
Portfolio Change Log
Buy - Bought 1 share of SpaceX
Date: 12 June 2026
Added a small speculative long-term position for exposure to space infrastructure, satellites, Starlink, and future optionality.
Buy - Added to Symbotic
Date: 11 June 2026
A deliberate average down in the robotics and warehouse automation sleeve, with the position still treated as higher volatility.
Sell - Sold ASML for a realised gain
Date: 9 June 2026
Closed ASML to lock in profit and raise cash. The lesson is to protect capital while still learning how much room to give high-quality winners.
Buy - Added to gold hedge
Date: 9 June 2026
Bought another iShares Physical Gold share to reduce the average cost and strengthen the macro hedge in the portfolio.
Buy - Rebuilt a small Alphabet position
Date: 3 June 2026
Bought Google/Alphabet back near the planned level after earlier profit-taking, keeping the entry small and disciplined.
Sell - Closed Microsoft profitably
Date: 1 June 2026
Locked in a profitable Microsoft trade and kept the decision in the record as a process review rather than a recommendation.
Trim - Trimmed Nasdaq exposure
Date: 15 May 2026
Sold 1 QQQA share to raise cash after strength, creating more flexibility while keeping broad technology-led exposure.
Lesson - Closed IonQ as a sizing lesson
Date: 7 April 2026
Closed the speculative quantum position at a loss. The main lesson was that exciting themes still need controlled sizing and clear reasoning.