LESSON 10.1 · CORE

Reviewing a real portfolio, week by week

The weekly series, and the three numbers it keeps coming back to.

MEASURING PERFORMANCE HONESTLY4 MIN READ

Each episode walks the live Squirrel Stocks portfolio: what moved, what got bought, what got deliberately left alone. It comes back to the same three numbers every week — cost basis, total return, and whether anything needs rebalancing.

Watching them in order is the quickest way to see the ideas above behave over a real month, including the weeks where the right move was nothing at all.

Week 1 · buildWeek 2 · reviewWeek 3 · rebalance

Three weeks in, two trades. Most weeks are quieter than they look.

Open your portfolio review →

Educational content only. It is not personal financial advice.