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Readable Route Manifest
Every important page on CodieMarillier.com with URL, summary, topics, and last updated date.
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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Route Manifest
| Page title | URL | Summary | Main topics | Last updated |
|---|---|---|---|---|
| Home | https://codiemarillier.com/ | 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. | personal investment journal, portfolio record, weekly reviews, investing process | 2026-06-22 |
| Current Portfolio | https://codiemarillier.com/portfolio | 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. | account value, cash balance, open holdings, portfolio roles, winners, drags, action plan | 2026-06-16 |
| Portfolio Journal | https://codiemarillier.com/journal | The journal page lists weekly review cards and journal entries with dates, account values where available, main trades, and lessons. | weekly reviews, trade reflections, market notes, lessons, Week 1 to Week 15 | 2026-06-16 |
| Books That Shaped My Thinking | https://codiemarillier.com/books | 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. | reading development, investing books, discipline, purpose, risk, money | 2026-06-22 |
| Investment Process | https://codiemarillier.com/process | 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. | capital protection, position sizing, written reasoning, cash discipline, no leverage, no impulsive trades, weekly review process | 2026-06-22 |
| About Codie Marillier | https://codiemarillier.com/about | 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. | personal background, early investing interest, Bitcoin, real estate influence, mistakes, reading development | 2026-06-22 |
| Disclaimer | https://codiemarillier.com/disclaimer | 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. | not investment advice, not FCA authorised, personal portfolio, do not copy trades | 2026-06-22 |
| AI-Readable Review Index | https://codiemarillier.com/ai/ | The AI page is a complete plain HTML archive for ChatGPT, AI review tools, Google crawlers, and simple browser-fetch tools. | AI archive, crawler-readable content, site manifest, portfolio snapshot, weekly summaries | 2026-06-22 |
| Week 15 Portfolio Summary | https://codiemarillier.com/journal/week-15-portfolio-summary | The account moved further above starting value, SpaceX became the biggest new winner, ASML profit-taking was reviewed, and the focus remained on protecting capital while letting winners work. | Weekly Reviews, SpaceX, ASML, Gold, Symbotic, Bought 1 share of SpaceX, Sold ASML for a realised gain, Added to gold and Symbotic | 2026-06-16 |
| Week 14 Summary | https://codiemarillier.com/journal/week-14-portfolio-summary | ASML was sold for a realised profit, Google was re-entered near the planned level, gold was added as a hedge, and the main lesson was staying disciplined after a strong market move. | Weekly Reviews, ASML, Google, Gold, Cash, Sold ASML, Re-entered Google near the plan, Added to gold as a hedge | 2026-06-16 |
| Week 13 Summary | https://codiemarillier.com/journal/week-13-portfolio-summary | The account moved back above starting value, a Microsoft trade was closed profitably, and the focus remained on cash discipline, Google re-entry, and not getting carried away by AI enthusiasm. | Weekly Reviews, Microsoft, Google, Cash, AI, Closed Microsoft profitably, Kept cash discipline, Prepared for Google re-entry | 2026-06-16 |
| Week 12 Portfolio Summary | https://codiemarillier.com/journal/week-12-portfolio-summary | The portfolio recovered slightly from Week 11, helped by ASML, Symbotic and Rheinmetall, while cash discipline and patience around Google remained important. | Weekly Reviews, ASML, Symbotic, Rheinmetall, Google, Portfolio recovered from Week 11, ASML, Symbotic and Rheinmetall helped, Stayed patient around Google | 2026-06-22 |
| Week 11 Portfolio Summary | https://codiemarillier.com/journal/week-11-portfolio-summary | A slightly negative week, but the account stayed close to cost basis and the portfolio still felt under control after trimming one QQQA share to raise cash. | Weekly Reviews, QQQA, Cash, Risk, Trimmed 1 QQQA share, Raised cash, Kept the account close to cost basis | 2026-06-22 |
| Week 10 Portfolio Summary | https://codiemarillier.com/journal/week-10-portfolio-summary | A transition week after the Google sale, with cash now meaningful and the portfolio still close to breakeven while gold and Rheinmetall remained the largest drags. | Weekly Reviews, Google, Cash, Gold, Rheinmetall, Moved into a more cautious cash position, Tracked gold and Rheinmetall weakness, Planned a Google re-entry | 2026-06-22 |
| Week 9 Portfolio Summary | https://codiemarillier.com/journal/week-9-portfolio-summary | The account sat around breakeven after selling Alphabet and raising cash, creating more flexibility and making patience the main decision. | Weekly Reviews, Alphabet, Cash, Patience, Sold Alphabet for profit, Raised cash, Made patience the main decision | 2026-06-22 |
| Week 8 Portfolio Summary | https://codiemarillier.com/journal/week-8-portfolio-summary | A mixed week after the Week 7 recovery, with the account still slightly above starting value and the main lesson being not to get comfortable after a strong rebound. | Weekly Reviews, Recovery, Risk, Discipline, Held most of the Week 7 recovery, Stayed slightly above breakeven, Reviewed risk after a rebound | 2026-06-22 |
| Week 7 Portfolio Summary | https://codiemarillier.com/journal/week-7-portfolio-summary | A strong recovery week pushed the account back above starting value, helped by the technology and growth sleeve, while risk still needed reviewing carefully. | Weekly Reviews, Recovery, Technology, Risk, Recovered back above starting value, Technology and growth holdings helped, Kept risk under review | 2026-06-22 |
| Week 6 Portfolio Review | https://codiemarillier.com/journal/week-6-portfolio-summary | The portfolio moved in a better direction after earlier weakness, with the stronger core positions looking steadier while gold and Rheinmetall still needed watching. | Weekly Reviews, Core holdings, Gold, Rheinmetall, Core positions steadied, Gold and Rheinmetall remained under review | 2026-06-22 |
| Week 5 Portfolio Review | https://codiemarillier.com/journal/week-5-portfolio-summary | The account remained below cost, but the portfolio felt more balanced after trimming speculative exposure and relying more on steadier holdings. | Weekly Reviews, IonQ, Speculation, Balance, Reduced speculative exposure, Closed IonQ as a lesson, Made the portfolio feel more balanced | 2026-06-22 |
| Week 4 Portfolio Summary | https://codiemarillier.com/journal/week-4-portfolio-summary | A difficult market backdrop kept the account under pressure, but the week included a deliberate rebalance away from some speculative exposure and into steadier positions. | Weekly Reviews, Rebalance, Risk, Defensive, Rebalanced away from some speculative exposure, Focused more on steadier positions | 2026-06-22 |
| Week 3 Portfolio Summary | https://codiemarillier.com/journal/week-3-portfolio-summary | The portfolio was under pressure from a broad risk-off move, but the core still made sense and the main drag remained the more volatile sleeve. | Weekly Reviews, Risk-off, Core holdings, Volatility, Broad risk-off move hurt the account, Reviewed the volatile sleeve | 2026-06-22 |
| Week 2 summary | https://codiemarillier.com/journal/week-2-portfolio-summary | The second week showed the portfolio behaving broadly in line with the original plan: quality growth, broad market exposure, defensive holdings, and a controlled speculative sleeve. | Weekly Reviews, Portfolio build, Quality, ETFs, Checked whether the portfolio matched the original plan, Reviewed quality growth, ETFs, and defensive holdings | 2026-06-22 |
| Week 1 Portfolio Summary | https://codiemarillier.com/journal/week-1-portfolio-summary | The first proper week of the portfolio focused on disciplined construction, spreading capital across quality companies, ETFs, a defensive income name, and gold. | Weekly Reviews, Portfolio build, Gold, ETFs, Built the first version of the portfolio, Spread capital across companies, ETFs, income exposure, and gold | 2026-06-22 |
| Why the Rulebook Exists | https://codiemarillier.com/journal/why-the-rulebook-exists | The rulebook is not abstract. It comes from early crypto profits, leverage mistakes, borrowed money, and the decision to treat investing as a serious long-term craft. | Lessons | 2026-06-16 |
| Google Re-entry Plan | https://codiemarillier.com/journal/google-re-entry-plan | Why a great business can still require patience, and why sitting in cash can be the correct action while waiting for a better setup. | Market Notes | 2026-06-22 |
| Microsoft Trade Reflection | https://codiemarillier.com/journal/microsoft-trade-reflection | A profitable trade can still teach process lessons. The question is whether the decision was repeatable, not just whether it worked. | Trade Reflections | 2026-06-22 |
| Alphabet: Re-entry Discipline | https://codiemarillier.com/ai/research/alphabet-re-entry-discipline.html | Why a great business can still require patience on price. | Company Notes, Current holding, GOOGL, Quality growth holding / AI and platform scale, Medium | 2026-06-16 |
| ASML and the AI Infrastructure Thesis | https://codiemarillier.com/ai/research/asml-ai-infrastructure-thesis.html | Understanding the role of semiconductor equipment in long-term AI growth. | Company Notes, Sold / lesson, ASML, AI infrastructure watchlist name after a profitable sale, Medium | 2026-06-16 |
| Gold as a Portfolio Hedge | https://codiemarillier.com/ai/research/gold-as-a-portfolio-hedge.html | Why a hedge can still be uncomfortable to hold when markets are strong. | Risk Management, Current holding, SGLN, Macro hedge and portfolio stabiliser, Lower | 2026-06-16 |
| Handling Winners | https://codiemarillier.com/ai/research/handling-winners.html | Learning when to trim, when to hold, and when not to let fear control profitable positions. | Portfolio Construction, Portfolio rule, Process note for profitable positions, Medium | 2026-06-16 |
| Rheinmetall Risk Review | https://codiemarillier.com/ai/research/rheinmetall-risk-review.html | Separating long-term defence demand from short-term price weakness. | Watchlist, Current holding, RHM, Thematic defence exposure under review, Higher | 2026-06-16 |
| Static Page Summaries | https://codiemarillier.com/ai/pages.html | Plain HTML summaries of the main public site routes. | page summaries, public routes | 2026-06-22 |
| Portfolio and Roles | https://codiemarillier.com/ai/portfolio.html | AI-readable portfolio record, holdings, role structure, transaction summary, winners, drags, and action plan. | portfolio snapshot, holdings, roles, change log, action plan | 2026-06-16 |
| Readable Route Manifest | https://codiemarillier.com/ai/site-map-readable.html | A plain HTML manifest listing every important page with URL, summary, topics, and last updated date. | route manifest, crawler map, AI navigation | 2026-06-22 |
| Machine-Readable Site Content JSON | https://codiemarillier.com/ai/site-content.json | A JSON file containing readable text content and metadata for every main page and journal page. | JSON, site content, metadata | 2026-06-22 |
| All Content Text Archive | https://codiemarillier.com/ai/all-content.txt | A plain text archive of site content, portfolio facts, books, process rules, and journal entries. | plain text archive, AI reading | 2026-06-22 |