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A monthly portfolio check

Twenty minutes once a month.

updated Sep 12, 2026

  1. Portfolio Analysis — concentration, gaps, macro exposure. Compare with last month's using what changed.
  2. For any holding above 10% of the total: Fundamentals (if earnings season passed) or Technical (if the EMA200 notification fired).
  3. Calendar — earnings and dividend dates for the month ahead, filtered to my list.
  4. Macro tab — yield curve shape and the dollar; the Portfolio report's exposure section tells you which holdings care.