Long-horizon ownership
This is where I write down what I own, why I own it, what I am still learning, and how small, steady contributions can compound into something meaningful over time.
Why it matters
Markets move every day. Conviction usually moves slower. Felix/August is designed to keep the focus on thesis, discipline, and ownership rather than noise.
Core idea
Put a modest amount to work consistently, study the businesses behind the symbols, and leave behind a readable record of how the thinking evolved.
2022 thesis
I did not know every company that would matter, but I felt the direction clearly enough to begin. The notes on this site are meant to preserve that feeling: the moment when AI stopped looking like a curiosity and started looking like infrastructure.
Read the lettersFamily ledger
Before there is scale, there is consistency. Before there is a big result, there is a long string of ordinary decisions.
Documented start
The household transfer trail now starts with real exported account history, not a made-up cadence block. That gives the site a more honest origin story.
Interactive snapshot
This pass combines the imported thinkorswim sleeve with the Fidelity CSV and now includes documented transfer history from the available account exports. The routine still matters, but the better story is what actually landed in the accounts over time.
Imported sleeve totals across both accounts
Documented monthly transfers from the imported account histories so far
Largest positions across imported sleeves
Current value by account sleeve
A simple view of what the household is leaning into
The biggest positions currently visible from the two imported sleeves
Complete archive
Open the full holdings archive for brokerage source, quantity, cost basis, gain, and the other fields available from the current CSV exports.
Backdrop
This section starts with a simple Census-backed backdrop. Debt still matters here too, but that will likely come from Federal Reserve or New York Fed datasets in a later pass.
Simple, visible indicators for population, age, and household income
Research lanes
The software, platforms, and model ecosystems changing how work gets done.
The chips, fabs, memory, and manufacturing capacity required to make AI real.
The physical and digital systems that support logistics, compute, and industrial scale.
The power layer behind factories, grids, data centers, and long-run growth.
Why this holds together
Stewardship
The point is not to look smart in public. The point is to leave behind businesses, notes, and habits that still make sense years later.
Attention
The account history matters because it shows what got funded, when conviction showed up, and how often I kept going even when it was not exciting.
Inheritance
I want the boys to inherit both assets and reasoning: what I was seeing, what I got right, what I got wrong, and why I kept reading.
Principles
Ownership matters more than prediction.
Consistency beats intensity when time is on your side.
Data should support judgment, not replace it.
Risk belongs in the open, especially with options.
Next data pass
The next layer is the full dated contribution ledger, more precise thesis tags for each holding, and eventually account and theme filters so the site can toggle between total household view and individual sleeves.
Known routine
Documented transfer history - first imported transfer: Nov 17, 2025 - combined imported transfers: $4,000 - imported transfer events: 53 Known routine - thinkorswim: $50/week - Fidelity: $100/week - combined: $150/week Imported now - thinkorswim sleeve - Fidelity CSV Planned next - full deposit / transfer history - account filters - theme filters - richer contribution timeline