Strategic insights for smarter investing
The results of my own money in a brokerage account at Charles Schwab, published every month and benchmarked against the S&P 500. Losing months included.
An open journal of tactical investing
No paywalls, no cherry-picking. Analysis and results, published side by side.
Live Markets
A real-time dashboard of the markets: live indices and commodities, an S&P 500 sector heatmap, and breaking market news.
See the markets →Portfolio Metrics
Month-by-month performance versus the S&P 500, with the risk metrics that matter: Sharpe, Sortino, alpha, and beta.
See the numbers →Full Transparency
Every figure comes from a monthly Charles Schwab statement, published in full through the same source spreadsheet, losing months included.
My investment approach
Investment Thesis
My investment thesis focuses on analyzing companies with strong fundamentals, and recognizing competitive advantages like high margins and monopolies. I also apply technical analysis to figure out stock bottoms or entry points for swing trades.
Investment Strategy
My strategy combines fundamental analysis and strict risk management. I utilize a mix of long-term stock or option holdings, and hedge with covered calls or VIX if warranted. Capital allocation is structured to balance growth opportunities with downside protection, ensuring sustainable portfolio performance.
Hi, I'm Dani Theodore Nassar
I've been an avid trader and investor in the markets since my school days, and this website is my space to put ideas into practice.
Here you'll find live market data and the record of my own portfolio, a brokerage account at Charles Schwab that I fund and trade myself. My goal is to show my strategies and my actual returns, month by month. This is an open journal of my journey in tactical investing. Thanks for stopping by.