Investing is a stress test for my worldview, specifically where I think value will accrue in the future. I publish my high-level investing philosophy below and detailed views here to stay honest about the returns, but mostly about the logic. I care more about a sound process than being right in the short term. If you see a hole in my thinking, please tell me.

My strategy is built to capture the upside of my belief in tech, while acknowledging a structural reality: my career and my portfolio are often the same bet. I allocate capital to maximize exposure to innovation while building a hedge so I can always stay in the game and am never forced to sell the bottom of a cycle.

Public Portfolio: 50/30/20

These weightings aren’t static; I shift them based on how I read market valuations. The current allocation reflects the rich pricing of early 2026, where I’m prioritizing a larger buffer.

1. Market exposure (50%)

What? Low-cost US index funds.

Why? I view the S&P 500 as a proxy for the global economy despite it being increasingly dominated by big tech. It captures broad growth, ensuring I’m not wiped out if my specific industry bets turn out to be wrong. It’s the baseline that allows me to take big swings elsewhere.

2. conviction bets (30%)

What? Concentrated positions in companies where I have an opinionated view on the company, operational execution, and valuation.

Why? This is the hunt for outperformance by investing in structural, long-term trends. Studying these companies is how I form opinions on what winning execution and strategy actually look like.

3. buffer (20%)

What? Anti-correlation bets (primarily value & international).

Why? I need pieces of the portfolio that decouple from my career risk. This includes Preservation (money market funds) and Alternative Drivers (defensive sectors and factor based bets) that respond to different economic triggers than US tech.

Private Markets: Tuition Fund

I put 5–10% into angel investments. I call this tuition (or socially acceptable gambling on some days). It buys me access to decks, models, and a pulse on where the most ambitious people are spending their time.

Known Risks

I’m making deliberate trade-offs here, and I might be blinded by my own optimism. Here is where this strategy breaks:

• The USD Trap: If the US stops being the world’s strongest capital markets and default R&D lab, this whole page is wrong.
• Concentration: My career, market exposure, and conviction bets are currently highly correlated due to S&P concentration. If the AI revenue bridge fails to materialize in 2026, my 80% equity exposure will feel like a single trade. This is why the 20% Buffer is non-negotiable.