Investing & Trading Strategies

The frameworks I use to make more deliberate decisions

Reading the market is one part of the process; deciding what to do with that information is another. I use a set of frameworks to think through what I own, how much capital I’m willing to commit, when I want to act, and what would cause me to reconsider a position. The goal isn’t to find a strategy that works every time, but to make decisions within a defined process rather than letting short-term market moves dictate the next one.

The resources below cover the investing, risk and trading concepts that shape that process, including where I find them useful and where I think their limitations matter.

Asset Allocation →
How portfolio allocation affects risk, return characteristics, and the roles different assets play.

Risk Management →
How I think about risk at both the position and portfolio level.

Position Sizing →
How position size affects portfolio risk, potential loss, and the impact of being wrong.

Technical Analysis →
How I use price, volume, trend, momentum, and technical signals as part of a broader analytical process.

Trend Following →
How I think about trend-based approaches and the trade-offs involved in following a trend rather than anticipating a turning point.

Entries & Exits →
The considerations I use when establishing, reducing, or closing a position.