Macro framing
Start with the regime, rates, inflation, liquidity, and the risks that should shape portfolio posture.
Alpha/community: from macro to micro
- 2 live callsEvery week
- 3 model portfoliosConnected to the house view
- Weekly reviewIdeas, decisions, and what changed
One connected decision loop
Every week follows the same sequence, so a market opinion has to survive expression, portfolio fit, sizing, and review.
Idea discussion
Translate the view into watchlists, options structures, ETF expressions, and single-name debates.
Sizing / portfolio construction
Check whether the idea belongs in a portfolio, how much risk it deserves, and what could invalidate it.
Review
Review what changed, what worked, what failed, and what should survive into the next week.
Recent calls & review
Current calls and the review loop
The newest macro and ideas calls sit alongside the latest public weekly digest, showing how context becomes expression and then follow-through.
Open either call for the full public recap. The original recording is linked from the recap through a restricted Google Drive access request.
Live work, not marketing slides
Current ideas in public view
These selected idea notes show the full lifecycle: thesis, structure, sizing, management, and the evidence that would change the view.
Selected live ideas
Start with the current XOM lifecycle, then compare it with longer-horizon diversifiers and energy expressions.
Bring the process to your portfolio
Want this decision process around your own ideas and holdings?
Request a personal preview. Brendan will review where you are, show you how the process works, and point you toward the community, coaching, or the free three-call Alpha Process Series.
Model portfolios
Model portfolios: performance, risk, and broad positioning
Medium-term actively managed models, normally monitored weekly and rebalanced quarterly.
S&P 500 is shown as a common equity reference using an SPY proxy, not a mandate benchmark.
Portfolio philosophy
Beyond the old 60/40
The models use equity, bonds / fixed income, cash, and diversifiers more flexibly than a static stock/bond split. The aim is to keep return, income, optionality, and shock absorption visible as the macro setup changes.
Equity for return
Fixed income for income and recession ballast
Cash for optionality
Diversifiers for non-equity risks
Alpha gallery
Look inside the workspace
Screenshots from the live workspace: daily recaps, member discussion, market briefs, idea notes, model portfolios, and call records.
A better investing process
Stop managing the portfolio alone.
Bring your views, ideas, holdings, and mistakes into a weekly process built around context, portfolio fit, sizing, implementation, and review.
Brendan reviews every request and replies personally.
Not ready for a preview? Start with the free three-call series.
