AI-readable static review pack
A plain HTML version of the site content for ChatGPT, search tools, and reviewers that cannot fully render the React app.
This website is a personal investment research and portfolio journal. It is not investment advice. I am not FCA-authorised, I do not manage money for other people, and nothing on this site should be treated as a recommendation to buy, sell, or hold any investment. All trades, holdings, research notes, and opinions shown here relate to my own personal portfolio and my own decision-making process. Do not copy my trades. Always do your own research and seek professional advice where appropriate.
This pack exists because some external tools can open the public URL but cannot reliably extract text from a JavaScript-rendered React app. These pages are static HTML and contain the same key record: pages, portfolio facts, journal entries, and disclaimer language.
Important context: this is Codie Marillier's personal investment research and portfolio journal. It is not investment advice, a fund, a service, or a capital-raising site.
Date: 16 June 2026
Portfolio holdings and cash were updated from the latest transaction export through 16 June 2026. Market value remains a manual/live-pricing item.
Journal: /journal/week-15-portfolio-summary
Date: 12 June 2026
Added a small speculative long-term position for exposure to space infrastructure, satellites, Starlink, and future optionality.
Journal: /journal/week-15-portfolio-summary
Date: 11 June 2026
A deliberate average down in the robotics and warehouse automation sleeve, with the position still treated as higher volatility.
Journal: /journal/week-15-portfolio-summary
Date: 9 June 2026
Closed ASML to lock in profit and raise cash. The lesson is to protect capital while still learning how much room to give high-quality winners.
Journal: /journal/week-15-portfolio-summary
Date: 9 June 2026
Bought another iShares Physical Gold share to reduce the average cost and strengthen the macro hedge in the portfolio.
Journal: /journal/week-15-portfolio-summary
Date: 3 June 2026
Bought Google/Alphabet back near the planned level after earlier profit-taking, keeping the entry small and disciplined.
Journal: /journal/week-14-portfolio-summary
Date: 1 June 2026
Locked in a profitable Microsoft trade and kept the decision in the record as a process review rather than a recommendation.
Journal: /journal/week-13-portfolio-summary
Date: 15 May 2026
Sold 1 QQQA share to raise cash after strength, creating more flexibility while keeping broad technology-led exposure.
Journal: /journal/week-11-portfolio-summary
Date: 7 April 2026
Closed the speculative quantum position at a loss. The main lesson was that exciting themes still need controlled sizing and clear reasoning.
Journal: /journal/week-5-portfolio-summary