Strategic insights for smarter investing
A transparent record of real-world performance. Follow my journey of tactical investing and data-driven returns — every month, published and benchmarked against the S&P 500.
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 on this site is computed from the same source spreadsheet, published in full — including the losing months.
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 a transparent record of my portfolio's performance. My goal is to showcase my strategies and present my returns for all investors out there. This is an open journal of my journey in tactical investing — thanks for stopping by.