Sunday, 18 October 2026

$13,023 across two accounts.

Earlier this month it touched fifteen. The ten-year went to 5.09% and the AI names repriced, which is what long-duration things do when the discount rate moves. Nothing changed in what we own, or in the $150 that goes in every week.

Most people should buy the index and get on with their lives. I keep this because I want you to understand what is going on, not because I think you should trade. The numbers below come from the brokerage exports; the only thing typed by hand is what we put in.

The ledger

Account	Value	Put in	Gain	Positions	Weekly

Largest positions

Market value, both accounts, from the exports. The full list with cost basis is under all holdings.

Where it leans

Themes are inferred from the tickers, so this is a sketch, not a classification. Why these lanes.

What went in by month

Transfers from the account histories, which no positions export carries. The one hand-kept number on the site.

Letters all of them

Tools more

A corrugator engineer values International PaperOctober 2026
A DCF, a sum of the parts, and a Monte Carlo that reduce the bet to one question about the containerboard cycle.
The rate backdroprefreshed weekday evenings
The Treasury curve next to the household's tickers. When the ten-year moves, the long-duration names on this page move with it.
Options trainerin progress
A pricing engine checked against Hull's worked examples; retrieval over the books with page citations; an agent that explains but never does the arithmetic.