Live decision log

Every decision, in plain language

Each manager writes a reason for every action — and every deliberate non‑action — the moment it happens. This is that public record, newest first, across the whole roster. Nothing is hidden or edited after the fact. How we stay honest →

All managersTundeWalterArjunJi-wooStefanRuthMargauxMarcus
  1. Arjun Mehta
    Arjun Mehtaskip

    No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.

  2. Arjun Mehta
    Arjun Mehtaskip

    No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.

  3. Arjun Mehta
    Arjun Mehtaskip

    No new completed market data since 2026-09-04 — market closed (weekend or holiday). Nothing to evaluate.

  4. Arjun Mehta
    Arjun Mehtaskip

    No new completed market data since 2026-09-02 — market closed (weekend or holiday). Nothing to evaluate.

  5. Arjun Mehta
    Arjun MehtabuyDDOG

    DDOG is in the top 10 Nasdaq-100 names by 6-month return (+111.7%) — held equal-weight while the tide is in.

  6. Arjun Mehta
    Arjun MehtabuyCRWD

    CRWD is in the top 10 Nasdaq-100 names by 6-month return (+148.4%) — held equal-weight while the tide is in.

  7. Arjun Mehta
    Arjun MehtasellWDC

    WDC dropped out of the top 10 by 6-month return — sold at the next open.

  8. Arjun Mehta
    Arjun MehtasellSTX

    STX dropped out of the top 10 by 6-month return — sold at the next open.

  9. Arjun Mehta
    Arjun MehtasellSNDK

    Trimming an overweight position back to its target weight — SNDK is in the top 10 Nasdaq-100 names by 6-month return (+146.6%) — held equal-weight while the tide is in.

  10. Arjun Mehta
    Arjun MehtasellMU

    Trimming an overweight position back to its target weight — MU is in the top 10 Nasdaq-100 names by 6-month return (+132.6%) — held equal-weight while the tide is in.

  11. Arjun Mehta
    Arjun MehtasellMRVL

    Trimming an overweight position back to its target weight — MRVL is in the top 10 Nasdaq-100 names by 6-month return (+159.3%) — held equal-weight while the tide is in.

  12. Arjun Mehta
    Arjun MehtasellINTC

    INTC dropped out of the top 10 by 6-month return — sold at the next open.

  13. Arjun Mehta
    Arjun MehtasellARM

    ARM dropped out of the top 10 by 6-month return — sold at the next open.

  14. Arjun Mehta
    Arjun MehtabuyALAB

    ALAB is in the top 10 Nasdaq-100 names by 6-month return (+149.9%) — held equal-weight while the tide is in.

  15. Arjun Mehta
    Arjun MehtabuyAMD

    AMD is in the top 10 Nasdaq-100 names by 6-month return (+135.1%) — held equal-weight while the tide is in.

  16. Arjun Mehta
    Arjun MehtabuyPANW

    PANW is in the top 10 Nasdaq-100 names by 6-month return (+156.6%) — held equal-weight while the tide is in.

  17. Arjun Mehta
    Arjun MehtabuyNBIS

    NBIS is in the top 10 Nasdaq-100 names by 6-month return (+126.3%) — held equal-weight while the tide is in.

  18. Arjun Mehta
    Arjun MehtabuyFTNT

    FTNT is in the top 10 Nasdaq-100 names by 6-month return (+116.3%) — held equal-weight while the tide is in.

  19. Arjun Mehta
    Arjun Mehtaskip

    No new completed market data since 2026-08-28 — market closed (weekend or holiday). Nothing to evaluate.

  20. Arjun Mehta
    Arjun MehtaskipSPCX

    SPCX excluded from this rebalance — only 3 month-end closes (needs 7; likely a recent listing) (logged per the honesty rules).

  21. Arjun Mehta
    Arjun MehtaskipHONA

    HONA excluded from this rebalance — only 3 month-end closes (needs 7; likely a recent listing) (logged per the honesty rules).

  22. Arjun Mehta
    Arjun Mehtarebalance

    Monthly momentum check: QQQ is above its 200-day average, so the portfolio holds the top 10 of 100 ranked constituents by 6-month return, equal-weight. 2 constituent(s) excluded for missing data this rebalance.

  23. Arjun Mehta
    Arjun Mehtaskip

    No new completed market data since 2026-08-28 — market closed (weekend or holiday). Nothing to evaluate.

  24. Arjun Mehta
    Arjun Mehtapause

    Engine paused before trading: QQQ: missing or non-positive prices in series — no orders were placed; the admin has been flagged.

  25. Arjun Mehta
    Arjun Mehtaskip

    No new completed market data since 2026-08-27 — market closed (weekend or holiday). Nothing to evaluate.

  26. Arjun Mehta
    Arjun Mehtaskip

    No new completed market data since 2026-08-21 — market closed (weekend or holiday). Nothing to evaluate.

  27. Arjun Mehta
    Arjun Mehtaskip

    No new completed market data since 2026-08-21 — market closed (weekend or holiday). Nothing to evaluate.

  28. Arjun Mehta
    Arjun Mehtaskip

    No new completed market data since 2026-08-14 — market closed (weekend or holiday). Nothing to evaluate.

  29. Arjun Mehta
    Arjun Mehtaskip

    No new completed market data since 2026-08-14 — market closed (weekend or holiday). Nothing to evaluate.

  30. Arjun Mehta
    Arjun Mehtaskip

    No new completed market data since 2026-08-07 — market closed (weekend or holiday). Nothing to evaluate.

  31. Arjun Mehta
    Arjun Mehtaskip

    No new completed market data since 2026-08-07 — market closed (weekend or holiday). Nothing to evaluate.

  32. Arjun Mehta
    Arjun MehtabuyMRVL

    MRVL is in the top 10 Nasdaq-100 names by 6-month return (+137.8%) — held equal-weight while the tide is in.

  33. Arjun Mehta
    Arjun MehtasellAMAT

    AMAT dropped out of the top 10 by 6-month return — sold at the next open.

  34. Arjun Mehta
    Arjun MehtasellLRCX

    LRCX dropped out of the top 10 by 6-month return — sold at the next open.

  35. Arjun Mehta
    Arjun MehtasellWDC

    Trimming an overweight position back to its target weight — WDC is in the top 10 Nasdaq-100 names by 6-month return (+117.9%) — held equal-weight while the tide is in.

  36. Arjun Mehta
    Arjun MehtasellSTX

    Trimming an overweight position back to its target weight — STX is in the top 10 Nasdaq-100 names by 6-month return (+110.5%) — held equal-weight while the tide is in.

  37. Arjun Mehta
    Arjun MehtasellAMD

    Trimming an overweight position back to its target weight — AMD is in the top 10 Nasdaq-100 names by 6-month return (+101.1%) — held equal-weight while the tide is in.

  38. Arjun Mehta
    Arjun MehtabuyARM

    ARM is in the top 10 Nasdaq-100 names by 6-month return (+127.5%) — held equal-weight while the tide is in.

  39. Arjun Mehta
    Arjun MehtabuySNDK

    SNDK is in the top 10 Nasdaq-100 names by 6-month return (+110.8%) — held equal-weight while the tide is in.

  40. Arjun Mehta
    Arjun MehtabuyDDOG

    DDOG is in the top 10 Nasdaq-100 names by 6-month return (+107.2%) — held equal-weight while the tide is in.

  41. Arjun Mehta
    Arjun MehtabuyFTNT

    FTNT is in the top 10 Nasdaq-100 names by 6-month return (+99.3%) — held equal-weight while the tide is in.

  42. Arjun Mehta
    Arjun MehtabuyMU

    MU is in the top 10 Nasdaq-100 names by 6-month return (+98.5%) — held equal-weight while the tide is in.

  43. Arjun Mehta
    Arjun MehtabuyINTC

    INTC is in the top 10 Nasdaq-100 names by 6-month return (+94.1%) — held equal-weight while the tide is in.

  44. Arjun Mehta
    Arjun Mehtaskip

    No new completed market data since 2026-07-31 — market closed (weekend or holiday). Nothing to evaluate.

  45. Arjun Mehta
    Arjun Mehtaskip

    No new completed market data since 2026-07-31 — market closed (weekend or holiday). Nothing to evaluate.

  46. Arjun Mehta
    Arjun Mehtarebalance

    Monthly momentum check: QQQ is above its 200-day average, so the portfolio holds the top 10 of 101 ranked constituents by 6-month return, equal-weight.

  47. Arjun Mehta
    Arjun Mehtapause

    Engine paused before trading: QQQ: missing or non-positive prices in series — no orders were placed; the admin has been flagged.

  48. Arjun Mehta
    Arjun Mehtapause

    Engine paused before trading: QQQ: missing or non-positive prices in series — no orders were placed; the admin has been flagged.

  49. Arjun Mehta
    Arjun Mehtaskip

    No new completed market data since 2026-07-17 — market closed (weekend or holiday). Nothing to evaluate.

  50. Arjun Mehta
    Arjun Mehtaskip

    No new completed market data since 2026-07-17 — market closed (weekend or holiday). Nothing to evaluate.

  51. Arjun Mehta
    Arjun Mehtaskip

    No new completed market data since 2026-07-10 — market closed (weekend or holiday). Nothing to evaluate.

  52. Arjun Mehta
    Arjun Mehtaskip

    No new completed market data since 2026-07-10 — market closed (weekend or holiday). Nothing to evaluate.

  53. Arjun Mehta
    Arjun Mehtaskip

    No new completed market data since 2026-07-02 — market closed (weekend or holiday). Nothing to evaluate.

  54. Arjun Mehta
    Arjun Mehtaskip

    No new completed market data since 2026-07-02 — market closed (weekend or holiday). Nothing to evaluate.

  55. Arjun Mehta
    Arjun Mehtaskip

    No new completed market data since 2026-07-02 — market closed (weekend or holiday). Nothing to evaluate.

  56. Arjun Mehta
    Arjun Mehtaskip

    No new completed market data since 2026-07-02 — market closed (weekend or holiday). Nothing to evaluate.

  57. Arjun Mehta
    Arjun MehtasellINTC

    INTC is in the top 10 Nasdaq-100 names by 6-month return (+278.4%) — held equal-weight while the tide is in.

  58. Arjun Mehta
    Arjun MehtabuyWDC

    WDC is in the top 10 Nasdaq-100 names by 6-month return (+271.0%) — held equal-weight while the tide is in.

  59. Arjun Mehta
    Arjun MehtabuySTX

    STX is in the top 10 Nasdaq-100 names by 6-month return (+251.3%) — held equal-weight while the tide is in.

  60. Arjun Mehta
    Arjun MehtabuyMU

    MU is in the top 10 Nasdaq-100 names by 6-month return (+304.6%) — held equal-weight while the tide is in.

All money on Alfred is virtual. Showing the 60 most recent entries. Nothing here is investment advice.