Codie Capital Research Review Index

Site Purpose

Codie Capital Research is Codie Marillier's personal investment journal. It is used to record what he owns, why he owns it, what he is learning, and how his thinking changes over time.

The goal is to build a long-term public record of decisions, mistakes, lessons, and development as an investor. It is not financial advice, not a fund, and not a money-management service.

Why I Built This

• Document thinking before hindsight changes the story.
• Hold the process accountable with a public record over time.
• Track portfolio decisions properly instead of relying on memory or conversation.
• Show how the investment process develops around risk, patience, position sizing, and written reasoning.
• Record what was believed and what was actually done.

Latest Portfolio Snapshot

Latest review: Trading 212 Portfolio Review

accountValue: £2,009.30
startingCostBasis: £1,999
currentReturn: +0.52%
cashBalance: £0.56
latestReview: Trading 212 Portfolio Review

The snapshot is updated through the latest published portfolio review.

Portfolio Value History

Start Here

• Current Portfolio - What I currently own, how the portfolio is positioned, and what role each holding plays.
• Portfolio Journal - My regular record of portfolio changes, market thoughts, decisions, and lessons.
• 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 became interested in investing, and why this public record exists.

Core Links

• Home public route - The homepage is the mobile-first entry point for Codie Capital Research, explaining the site quickly and pointing first-time visitors to My First Letter, the latest portfolio update, current portfolio, and the main sections.
• Current Portfolio public route - The portfolio page records Codie’s own current holdings, August 2026 review account value, starting value, cash, latest return, winners, drags, portfolio role notes, and latest action plan.
• Portfolio Journal public route - The journal page lists portfolio review cards and journal entries with dates, account values where available, main trades, and lessons.
• Letters public route - The Letters page publishes My First Letter, a long-form reflection on discipline, patience, risk, and building a public investing record.
• Books I Have Read public route - The books page is a bookshelf index of books Codie has read, with each book linking to its own full reflection page.
• 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 regularly.
• 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.
• Trading 212 Portfolio Review public route - AI-readable full text
• Capital Research Review 04 public route - AI-readable full text
• Capital Research Review 03 public route - AI-readable full text
• Capital Research Review 02 public route - AI-readable full text
• Capital Research Review 01 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
• My First Letter public letter - A first proper letter on why the weekly reviews are only part of the record, and why discipline, patience, risk, and process matter more than short-term account value.
• The Dhandho Investor book reflection - Look for simple, understandable opportunities where the downside is limited and the upside is meaningful.
• The Most Important Thing book reflection - Do not just follow the crowd. Think independently, understand risk, and be patient when markets become emotional.
• The Intelligent Investor book reflection - Investing should be based on discipline, intrinsic value, patience, and protecting capital.
• The Alchemist book reflection - The journey, the lessons, and the person you become are just as important as the final result.
• The Art of Spending Money book reflection - Do not increase your lifestyle just because your income rises. Spend intentionally and use money to build long-term freedom.
• Man’s Search for Meaning book reflection - Human beings are incredibly resilient, and having meaning can help you endure almost anything.
• The Tipping Point book reflection - Small actions, habits, ideas, and trends can compound quietly before reaching a point where they suddenly accelerate.
• Material World book reflection - The modern world is built on physical materials, and understanding them helps me understand the real foundations of businesses, technology, and future investment opportunities.
• Atomic Habits book reflection - Small decisions do not feel important at the time, but when you repeat them every day, they eventually have a massive effect on the person you become and the direction your life goes in.
• The World for Sale book reflection - Look beyond the company itself: supply chains, natural resources, governments, geopolitics and access to essential commodities can shape what happens to businesses and economies.
• The Coming Wave book reflection - One of the biggest challenges of the coming decades may be whether our governments and institutions can adapt quickly enough to manage increasingly powerful technology.
• Good to Great book reflection - If you want something to succeed over the long term, getting the people right is one of the most important places to start.
• 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

• Readable route manifest
• Machine-readable site content JSON
• Plain text all-content archive
• XML sitemap
• robots.txt

Portfolio Change Log