Posts

Q3 2025: up 11% on the quarter and 26% YTD, still beating SPY and QQQ — with Google proving it is not dying to AI after all.

Q2 2025: portfolio performance, a deep dive into top holdings, and a retrospective on what I learned — greed is back, and this time I'm bullish.

Q1 2025: a market recap through extreme fear and uncertainty, how the Mingdom Capital portfolio held up, and my plan moving forward.

One full year of trading the Mingdom Capital portfolio in public: performance review, top 10 positions, and thoughts on what 2025 might bring.

Q3 2024: surviving August's Black Monday VIX spike, the Fed's 50bp rate cut, and China's stimulus rally — cautiously optimistic and back to all-time highs.

A brief June update from vacation in Los Cabos: the portfolio edged out SPY again last month, and I'm revealing my top 10 positions for the first time.

Announcing the Mingdom Capital public portfolio — my concentrated stocks traded live on SavvyTrader since Feb 2024 as a verifiable track record.

Curating my digital diet: why YouTube replaced podcasts, what building an LLM stock analyzer taught me about moats, and LeCun on LLM intelligence.

My 2024 investment principles — avoid risk of ruin, concentrate on quality, master market and mental cycles — plus my current market outlook.

An annual review of my first year of retirement, crushing market benchmarks, experimenting with AI agents, and setting new intentions for health and writing.

Settling into retirement: turning 'pro' in personal fund management, experimenting with generative AI tools like ChatGPT, and prioritizing daily walking habits.

Exploring the true meaning of financial freedom as the ultimate level of wealth and outlining a 10-year plan to exit the corporate rat race.

My early journey into health and longevity at age 35, exploring cardiovascular risks, wellness metrics, and a plan for delaying chronic diseases.