The Blue portfolio
Weekly Update
The Stocks I Should Never Have Bought — And the System That Finally Said So
Two weeks ago I bought NFLX at $82. The screens rejected it — Margin of Safety of -26%, P/FCF of 44x. But a backtested strategy signal said the timing was right, and I bought it anyway. Last week it was up +16%. This week I sold TROW at a -10.4% loss. The screens had...
My Strategies
Why I’m Pursuing the CFA: Building the Foundation for Strategic Value Communication
Why I'm Pursuing the CFA: Becoming a Better Investor I've always been fascinated by markets. Not in the day-trading, get-rich-quick sense—but in the deeper question of how value gets created, recognized, and priced over time. Working at a public company (Organigram, a...
The Boring Portfolio: My ETF Ballast Strategy
I hold 6 ETFs. They're boring. They underperform when markets rally. They don't make for exciting dinner conversation. And that's exactly the point. My ETF Holdings: The Complete Picture Here's what 45.7% of my portfolio actually looks like:...
Weekly Update
The Screens Said No. The Strategy Said Buy.
Last week I bought NFLX at ~$82 and PLTR at $130. My Blue fundamental screens rejected both — NFLX carries a -26% Margin of Safety and a P/FCF of 44x; PLTR is priced for perfection at 216x earnings. By every quantitative measure the screener uses, these are not Blue...
I Stopped Guessing When to Buy
Last week I bought NFLX. That single purchase came after something I've been quietly frustrated with for months: I kept building a list of stocks to buy, but when I looked at what was actually on the list, I didn't recognize half the names. They were cheap for a...
Building Slowly Beats Waiting for Perfect
Last week I deployed across 8 stock positions in a single week. Not huge positions — PBH, META, CDW, PPC, SLVM, MSFT, MFI, NVDA — but I deployed. Why does this matter? Because three weeks ago, I had 28 stocks. I kept saying "I need to get to 50 for proper...