Letters

Letters

Portfolio reviews are what happened. Letters are what I learned and how my thinking is changing. My First Letter is now published.

Published Letters

Reflection / 24 June 2026 / 14 min read

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.

Main themes: first letter, process, discipline, patience, risk, public record

Status: Published.

Read letter

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