At the glowline of Alphard
I command the fleet
and route capital into the dark
Feida's private investment captain log. No tips, promotions, or prophecies. Just a lone commander disclosing 2026-07-04 positions, allocation logic, and the discipline that keeps the fleet alive.
Every candle is an echo
from the command deck
crossing the void.
Daily candlestick chart of my personal portfolio, year-to-date. Candles, moving average and scan beam unfold together to show whether the fleet is still on course.
I divide the expedition into ten fleets,
each carrying a claim on the future.
Reallocated 2026-07-04, after the deep correction in memory and semis: the 10 US stocks I believe are most worth holding for the post-memory era, with the weight I would assign each. Allocation bars begin climbing the moment you see them.
The above allocations reflect my personal judgment on this date and do not constitute investment advice. Any position can fall into a gravity well the second you hit buy. Study your own route and protect your own cargo.