AI-readable static review pack
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 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. | personal investment journal, public record, portfolio snapshot, portfolio reviews, investing process | 2026-06-25 |
| Current Portfolio | https://codiemarillier.com/portfolio | 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. | account value, cash balance, open holdings, portfolio roles, winners, drags, action plan | 2026-07-07 |
| Portfolio Journal | https://codiemarillier.com/journal | The journal page lists portfolio review cards and journal entries with dates, account values where available, main trades, and lessons. | weekly reviews, fortnightly reviews, trade reflections, market notes, lessons, Week 1 to Week 18 | 2026-07-07 |
| Letters | https://codiemarillier.com/letters | The Letters page publishes My First Letter, a long-form reflection on discipline, patience, risk, and building a public investing record. | letters, reflections, process development, discipline | 2026-06-24 |
| Books I Have Read | https://codiemarillier.com/books | The books page is a bookshelf index of books Codie has read, with each book linking to its own full reflection page. | reading development, investing books, discipline, purpose, risk, money | 2026-07-08 |
| 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 regularly. | capital protection, position sizing, written reasoning, cash discipline, no leverage, no impulsive trades, regular 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, portfolio summaries | 2026-06-22 |
| Trading 212 Portfolio Review | https://codiemarillier.com/journal/capital-research-review-05 | The account ended the review period almost flat and moved just above starting capital in the 6 August snapshot. The fund comparison still shows that a simpler strategy has performed much better so far. | Monthly Reviews, Microsoft, Gold, Rheinmetall, Cash, Portfolio construction, Behaviour, Re-entered Microsoft with £41.40 on 8 July, Moved £10.30 above the original capital, Finished with £0.56 cash and no impulsive trades | 2026-06-22 |
| Capital Research Review 04 | https://codiemarillier.com/journal/capital-research-review-04 | The past four weeks have been the most active period of the portfolio so far. I traded Microsoft, re-entered Alphabet, sold ASML for a strong profit, added to gold, bought SpaceX, increased Symbotic and introduced Pershing Square Holdings. | Monthly Reviews, Microsoft, Alphabet, ASML, SpaceX, Pershing Square, Cash, Re-entered Alphabet near the planned level, Added SpaceX and Pershing Square, Cash fell to about £40 | 2026-06-23 |
| Capital Research Review 03 | https://codiemarillier.com/journal/capital-research-review-03 | The past four weeks have not produced a dramatic return. The portfolio has remained close to its original starting value, finishing at £1,983.39 compared with a cost basis of approximately £1,999. On the surface, that means the account is down £15.61, or around 0.78%. | Monthly Reviews, Alphabet, Cash, QQQA, Patience, Profit taking, Sold Alphabet for a realised profit, Raised a meaningful cash balance, Learned to treat waiting as a decision | 2026-06-22 |
| Capital Research Review 02 | https://codiemarillier.com/journal/capital-research-review-02 | The previous four weeks ended with the portfolio sitting around £1,860 and my decision to reduce some of the speculative exposure. These four weeks have been about finding out whether that decision actually improved the account. | Monthly Reviews, Recovery, Patience, Alphabet, Symbotic, Gold, Position sizing, Recovered from the first drawdown, Returned above the starting value, Held course without chasing | 2026-06-22 |
| Capital Research Review 01 | https://codiemarillier.com/journal/capital-research-review-01 | The past four weeks have been the beginning of this portfolio and, more importantly, the beginning of me properly documenting how I invest. When I started the account, I put in approximately £1,997. My aim was not to make a quick return or build a portfolio around whichever companies were receiving the most attention at the time. I wanted to create something balanced enough to grow over the long term while still giving me exposure to some of the industries and companies I believe could perform particularly well. | Monthly Reviews, Drawdown, Diversification, Position sizing, IonQ, Symbotic, Gold, First proper drawdown, Reduced speculative exposure, First meaningful rebalance | 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 |
| My First Letter | https://codiemarillier.com/letters/my-first-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. | letters, Reflection, first letter, process, discipline, patience, risk, public record | 2026-06-24 |
| The Dhandho Investor | https://codiemarillier.com/books/the-dhandho-investor | Look for simple, understandable opportunities where the downside is limited and the upside is meaningful. | book reflection, Mohnish Pabrai, Value Investing, Business, Low-Risk Opportunity | 2026-07-08 |
| The Most Important Thing | https://codiemarillier.com/books/the-most-important-thing | Do not just follow the crowd. Think independently, understand risk, and be patient when markets become emotional. | book reflection, Howard Marks, Risk, Contrarian Thinking, Market Psychology | 2026-07-08 |
| The Intelligent Investor | https://codiemarillier.com/books/the-intelligent-investor | Investing should be based on discipline, intrinsic value, patience, and protecting capital. | book reflection, Benjamin Graham, Value Investing, Discipline, Intrinsic Value | 2026-07-08 |
| The Alchemist | https://codiemarillier.com/books/the-alchemist | The journey, the lessons, and the person you become are just as important as the final result. | book reflection, Paulo Coelho, Purpose, Ambition, Personal Journey | 2026-07-08 |
| The Art of Spending Money | https://codiemarillier.com/books/the-art-of-spending-money | Do not increase your lifestyle just because your income rises. Spend intentionally and use money to build long-term freedom. | book reflection, Morgan Housel, Money, Lifestyle, Financial Discipline | 2026-07-08 |
| Man’s Search for Meaning | https://codiemarillier.com/books/mans-search-for-meaning | Human beings are incredibly resilient, and having meaning can help you endure almost anything. | book reflection, Viktor Frankl, Purpose, Resilience, Perspective | 2026-07-08 |
| The Tipping Point | https://codiemarillier.com/books/the-tipping-point | Small actions, habits, ideas, and trends can compound quietly before reaching a point where they suddenly accelerate. | book reflection, Malcolm Gladwell, Trends, Compounding, Behaviour | 2026-07-08 |
| Material World | https://codiemarillier.com/books/material-world | The modern world is built on physical materials, and understanding them helps me understand the real foundations of businesses, technology, and future investment opportunities. | book reflection, Ed Conway, Commodities, Supply Chains, Civilisation, Investing | 2026-07-08 |
| Atomic Habits | https://codiemarillier.com/books/atomic-habits | 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. | book reflection, James Clear, Habits, Discipline, Personal Development | 2026-07-08 |
| The World for Sale | https://codiemarillier.com/books/the-world-for-sale | Look beyond the company itself: supply chains, natural resources, governments, geopolitics and access to essential commodities can shape what happens to businesses and economies. | book reflection, Javier Blas & Jack Farchy, Commodities, Geopolitics, Supply Chains, Investing | 2026-07-08 |
| The Coming Wave | https://codiemarillier.com/books/the-coming-wave | 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. | book reflection, Mustafa Suleyman, Artificial Intelligence, Technology, Government, Risk | 2026-07-08 |
| Good to Great | https://codiemarillier.com/books/good-to-great | If you want something to succeed over the long term, getting the people right is one of the most important places to start. | book reflection, Jim Collins, Leadership, Management, Business, Investing | 2026-07-08 |
| 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 | 2026-07-07 |
| 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 |