Case study

mdportofolio

Turn a written investing idea into a risk-capped, paper-tested decision.

Pixel illustration of a notebook idea passing a shield with a red loss line, then a paper chart marked with a green check

The idea

Most investing ideas start as a paragraph in a notebook and end as a gut call.

mdportofolio takes that written idea and turns it into a decision you can defend: what to buy, how much, and when to walk away.

Risk first

  1. 1. Set the loss firstBefore any upside is discussed, you decide the most you are willing to lose. The size of the bet follows from that number, not from excitement.
  2. 2. Name what would break itEvery idea gets a short list of signs that would prove it wrong, written down before it is tested.
  3. 3. Paper before moneyThe idea runs against a paper record first. Nothing real is placed until that record earns it.
  4. 4. A clear yes or noThe result is a one-page decision with its reasons, so a no is as useful as a yes.

Starting from the downside keeps the exciting ideas honest and the dull ones cheap.

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