Portfolio · Investment Committee · Decision Reviews
Good judgment is built through honest postmortems.
A read-only portfolio record of decisions, errors, lessons, missed opportunities, and the rules adopted afterward.
Process Audit
Decision quality, reviewed without hindsight bias.
“The Mistake Journal documents errors in thesis development, execution, position sizing, risk management, and emotional discipline. Its purpose is to improve the investment process through transparent, evidence-based review.”
Past results do not predict future performance. Reviews are educational and are not personalized investment advice.Total reviewed decisions2
Failed theses0
Early exits2
Process violations0
Most common mistakeEarly Exit
Process changes adopted11
| Ticker | Entry date | Exit date | Classification | Outcome | Thesis status at exit | Entry quality | Exit quality | Primary lesson | Review action |
|---|---|---|---|---|---|---|---|---|---|
| CASYCasey's General Stores, Inc. | Not recorded | Jun 9, 2026 | Early Exit · Emotional Decision | Not Recorded | Uncertain | Moderate | Poor | A negative earnings-day reaction is a review signal, not automatically a thesis-breaker. | |
| JBLJabil Inc. | Mar 17, 2026 | Jun 9, 2026 | Early Exit · Emotional Decision | Gain | Intact at Exit | Moderate | Poor | A strong thesis does not eliminate volatility. |