The Oz Hole — Tech Tracker

Total Capital

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Cash Reserve

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Deployed

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0 positions

Total Return

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vs. cost basis

Watchlist

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Next Deposit

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Scope

AI / TECH → FULL LATITUDE

POSITIONS

0 OPEN

WATCHLIST

5 NAMES

	Ticker	Type	Status	Price	Entry Zone	M* FV	Lock-up	Thesis

Select names to remove · 0 selected

Ticker or Company Name

CASH LEDGER

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Cash Available

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Total Injected

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Deployed (cost)

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% Deployed

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Date	Type	Amount	Balance After	Note

Type

Amount ($)

Note

DECISION LOG

— ENTRIES

RULES OF ENGAGEMENT

7 STANDING ORDERS

Cash deployment is the manager's call. Every hold and every deploy comes with a written thesis before the position is taken — no action without a documented reason.

No Day 1 IPO buys. Minimum 30-day observation window on any new listing unless thesis conditions are exceptional and documented.

Position sizing: no single position exceeds 40% of total capital. Protects against a single bad call wiping the portfolio.

Every decision includes a documented alternative — what was considered and rejected, and the specific reason why.

Post-mortems are mandatory on any position that moves ±15% or more. Learning happens at the extremes — review both wins and losses.

Monthly $100 injection on the 5th. Whether and when to deploy it is part of the exercise — holding is a decision too.

Full asset-class latitude expands as the thesis library grows. Earn it position by position. AI/Tech first, then broader exposure.

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Rules exist to prevent emotional decisions, not good ones. They can be updated with documented rationale.

BURN-DOWN

DEMO DATA

Configure your real numbers (saved to this browser only)

Start Date

Starting Balance ($)

Current Balance ($)

Monthly Paydown ($/mo)

Saved via localStorage on this device only — never written into the site's source file, never transmitted anywhere. This is the same pattern the Ledger and Positions tabs already use for your real portfolio numbers.