Field Notes
Field Notes
Notes from weekly snapshot work — windows, benchmarks, and the small habits that keep a portfolio ledger readable.
Reading drawdowns without rewriting the plan midweek
Weekly comparison is for noticing drift, not for inventing a new thesis every red candle.
Building a benchmark set that matches how you hold
Two or three honest comparison lines beat a single index that never resembled your bag.
Why Sunday 23:00 HKT became our default snapshot
A fixed weekend close reduces argument about which chart was ‘current’ when the review begins.