About this site

About

I've been trading NYSE and NASDAQ stocks since 2015 — starting with short-selling microcaps, now focused on quality large and mega caps, with room for mid and small caps I like. My approach blends momentum and long-term investing: I look to catch a stock during a momentum move, take profits, and let a small position run as a long-term hold — TSM is a good example, still held over a year after first buying it on momentum. The stock-picking side is where I've built a real track record — consistent, meaningful returns over the past several years.

How I find ideas

I screen for ideas using two setups sharing the same fundamentals layout — filtering for quality companies — paired with different technical layouts: one hunting 52-week highs, the other momentum plays (stocks trading 20%+ above their 50-day moving average). From there, I dig into volume, RSI, and moving averages, without overloading on indicators. What interests me most is the story behind the move — is this a cyclical upswing, a hot sector, or a serious pullback in a mega-cap worth buying? The process is still evolving, and refining it — cutting through noise and sharpening the filters — is exactly where I've started using AI as a tool.

The framework is still a work in progress, but an early version of it is what let me run TSM through AI-assisted trend and theme analysis, catch the momentum move, take profits, and let a house-money position keep running long-term. That's the loop I'm trying to formalize and repeat.

The ETF base

My ETF base (VWCE) covers the "boring" long-term global exposure — and that's the point. It isn't where the interesting decisions happen. It's there to show that long-term, boring investing works, and to build a foundation I don't have to think about daily. I'm working on turning this into a simple auto-invest setup, separate from the active stock account, so the base keeps growing on its own while I focus my energy on individual stock research.

Why I'm doing this

I'm already doing this research and process work for free, for myself — so archiving it publicly and building an audience around it felt like the obvious next step. I've also run evening courses before (introducing retail traders to FX brokerage and the MetaTrader platform) and launched a couple of online courses, though nothing I'd call a big success yet. I also worked as an insurance agent selling ETF-type products, which is what made me realize buying ETFs directly is a better, more profitable way to get the same exposure — without the commission cut. Right now, the goal is simpler: build an audience, have fun doing this daily, and give myself a creative outlet around something I'd be researching anyway.

What this isn't

This isn't a signals service or trade alerts. It's a blog where I lay out my trading and investing philosophy — merging the two into one discipline instead of treating them as separate worlds. You'll see how I build and maintain a simple long-term base (via auto-invest), alongside the ongoing, more active work on individual stocks.

Nothing on this site is financial advice. This is a personal record of my own research, trades, and thinking — shared for transparency, not as recommendations. Always do your own research.

Subscribe to follow the process — new posts on stock research, market themes, and the occasional lesson learned the hard way.