Where the Alpha Framework Portfolio Lives Going Forward
A single source of truth
Up until now, the Alpha Framework Portfolio has been communicated primarily through written updates inside the newsletter.
That isn’t going away.
What is changing is where the portfolio itself lives.
Going forward, the Alpha Framework Portfolio will have a dedicated home where allocations, adjustments, and position changes are tracked centrally as a $125,000 portfolio.
This portfolio reflects my actual investment decisions and personal capital — the same framework, sizing discipline, and positioning I use myself.
This will serve as the single source of truth.
There is one portfolio.
Nothing simulated. Nothing duplicated.
What stays the same
Alpha Premium subscribers will continue to receive:
Full written portfolio updates
Rationale after execution
Context around adds, trims, and exits
If you value the why behind decisions, nothing changes for you.
More details soon.
— Connor
Alpha Before It Prints
You’ve seen the receipts. If you want the same framework applied to the Portfolio each week.
Upgrade to Alpha Premium — Founding Members keep $14.99/mo or $150/yr permanently.
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