INVESTMENT PLAYBOOK

This is my operational playbook — the concrete routines, checklists, and systems I use to execute my investment strategy consistently.

MONTHLY ROUTINE

First week: review macro regime signals and portfolio performance. Second week: rebalance if any position drifts >3% from target. Third week: research one new opportunity. Fourth week: update investment journal and review mistakes.

PRE-TRADE CHECKLIST

Before any trade: 1) Write down the thesis in one sentence. 2) Define entry, target, and stop-loss. 3) Size appropriately. 4) Ask: 'Would I be comfortable if this went to zero?' 5) Wait 24 hours before executing.

TOOLS & DATA SOURCES

Portfolio tracking: custom spreadsheet + DeFi dashboards. Macro data: FRED, TradingView, ECB publications. News: Financial Times, Odd Lots podcast, Real Vision. Research: annual reports, 10-Ks, protocol documentation.

ANNUAL REVIEW

Every December I review: total return vs. benchmark, biggest winners & losers (and why), regime calls accuracy, behavioral mistakes, and goal progress. This review feeds into next year's strategy adjustments.