Reflections on My Investment Framework Over the Years
Date: 4 Oct 2026 Today, I had a conversation with AI about my investment framework. My record-keeping used to be scattered across different Excel sheets with constantly changing formats that I was too lazy to organize. Today, I dumped all my records from 2023 to 2026 into AI at once. The Bottom Line First: My portfolio is up 3.76x to date. In June 2025, my investable asset scale officially crossed the $1M milestone. AI identified five distinct shifts in my investment style over time and asked me a thought-provoking question: "Do you believe that a big part of your wealth creation was simply riding a macro tailwind?" My answer was a clear "Yes." In my view, the vast majority of what I've earned comes from being in the right era. During this same period, my employment income grew 2.5x,
Period: 31 Aug to 2 Oct 2008 YTD RoR (MWR): 42.58% Max drawdown: -21.23% Sharpe: 2.01 Period RoR (MWR): 6.63% Max drawdown: -1.85% 65% profit from options and 35% from stocks. End period Cash position: 24.56% 1. What I did right? The bulk of gains still came from semicond AI HPC/connectivity stocks and QQQ — my most familiar arena. MRVL alone contributed 40% of total P&L. INTC was a new name added to watchlist starting August. I sold some ATM options but didn't get filled to establish a position. Sell put remains my highest-conviction strategy and accounted for 94% of option P&L. Top 5 profitable trades Top 5 profitable tickers Walmart was a pleasant surprise with its first large win. It came from correct directional judgement, patience waiting for setup and picking the right
I would like to try to build a habit of reviewing my trades regularly, starting from this post. Not sure how long this practice can last, but I hope to stick with it and make it a long-term habit. For every review, I will ask myself these 5 core questions: 1.What I did right 2.What I did wrong (mistakes or practice shifts) 3.What I can improve 4.What I would like to try next 5.What I don't know (welcome feedback from AI / other traders) Here is the thoughts for the first 9 months of the year. In Q4 2024, I finally took action to clear out the historical "dead weight" in this account—cutting losses and selling off positions I couldn't clearly justify holding. I spent significant time thinking through how to properly position and utilize my different trading accounts, which turned out to be