Capital protection first
Avoiding permanent loss matters more than chasing quick performance. The first job is to stay in the game, protect the account, and make sure every decision can be explained calmly after the fact.
Investment process
Investment Process
A written rulebook for protecting capital, sizing positions properly, keeping cash discipline, avoiding leverage, and reviewing the portfolio every week.
Full Investing Rules
Position sizing has to match risk
No individual position should move above 10% of the portfolio without a written reason. Higher-risk ideas can exist in the portfolio, but they need smaller sizing and stricter review.
Written reasoning before action
Every trade needs a reason before entry and a review after exit. If I cannot write down why I am buying, selling, trimming, or holding, I should not be doing it.
Cash discipline
Cash is not a failure to act. It gives flexibility when opportunities are not attractive and stops me from forcing trades just because money is available.
No leverage
Leveraged crypto trading taught me how quickly pressure can turn into gambling. I do not want leverage, revenge trading, or emotional overexposure driving the portfolio.
No impulsive trades
Avoid hype, panic, and quick emotional decisions. If a trade is only exciting because the price is moving, that is not enough.
Weekly review process
Keep a short weekly summary covering account value, cash, what helped, what hurt, trades made, mistakes, and the plan for the next week.