The Pro Weekly Brief
Member commentary every Thursday morning. The portfolio performance grid, three positions worth a closer look, any trade activity since, and a weekly essay on the methodology in practice. The Pro-tier counterpart to the free Sunday Brief.
- Member commentary — three paragraphs framing the week.
- Portfolio performance grid — week, MTD, YTD, vs SPX.
- Watch list — three positions we are tracking closely.
- Trade activity since the last issue.
- Member essay on the methodology in practice.
Every issue’s editor’s note is public. The watch list, performance grid, trade activity, and essay are Pro-only.
All issues
5 issues- Issue 5June 6, 2026Pro
Pro Weekly: dispersion narrows, three earnings setups, and the case for doing nothing.
Cross-portfolio dispersion narrowed this week. Three positions go into earnings. The watch column, the trade activity, and a member essay on the underrated value of operational quiet between scheduled rebalances.
Read editor’s note → - Issue 4May 30, 2026Pro
Pro Weekly: holdings concentration, the rebalance cycle, and the right way to read drawdowns.
Three positions in the watch column, this week's trade activity, and a member essay on why concentration is a feature, not a bug, and how to read it without panicking when it works against you.
Read editor’s note → - Issue 3May 23, 2026Pro
Pro Weekly: rebalance season, holdings updates, and the cost of waiting.
Three holdings in the watch column this week, the trade activity that hit the books, and a member essay on why the math of waiting for the perfect entry is worse than most investors realize.
Read editor’s note → - Issue 2May 16, 2026Pro
Pro Weekly: drawdowns, holdings, and the cost of being right early.
The portfolio grid, three positions we are watching, this week's trade activity, and an essay on the underrated cost of being right at the wrong time.
Read editor’s note → - Issue 1May 9, 2026Pro
Pro Weekly: the depth, the holdings, the trades.
Welcome to the Pro Weekly Brief. The portfolio performance grid, three holdings we are watching, this week's trade activity, and an essay on position sizing as the most under-discussed lever in retail investing.
Read editor’s note →