Portfolio
梅鎮燁
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Today

Tokyo · —
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Account
Total balance
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Cash
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Unrealized
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Floor · T-Bills
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AI
AI · of invested
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Latest brief
No brief published yet — the next AM run writes here.
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Buckets vs target
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Net worth — full picture
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Catalyst calendar · next 14 days
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Positions

live feed
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Allocation
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Holdings
tap a row
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Order ledger · open
Fidelity's feed doesn't expose open orders — this ledger is logged at placement; fills auto-reconcile on every pull. Sorted by distance to fill.
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Protection · stops on single names
Bracket-C rule: every single-name position carries a working stop or exit order. An open SELL in the ledger counts. Red until covered — this nag is a feature.

Money

Income = cash the book throws off · Performance = what the capital did. Two different questions.
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Income
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dividends (durable) interest (shrinks as cash deploys)
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Performance
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Payers · trailing 12m
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Dividend months

Board

The brain's surface — watchlist scores expire after 5 trading days; nothing lands without a yes.
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Active watchlist
CI ≥ 76 to act
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Research threads
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Active theses — stories that can break
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Core — no thesis needed
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Bench · unscored
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Track record — does the CI predict anything?
Open calls
Hit rate by CI band
The whole reason this ledger exists: if CI-80 calls hit ~80%, the CI means something. If they hit 50%, it's theatre and we throw it out. Judged after ~50 resolved calls.