The Investor · Any one of two
Grew money through informed, documented decisions. Grew an investment portfolio from zero to $5,000 with your own money, held for 24+ months, with documented reasoning for each position · produced documented investment returns that beat the S&P 500 benchmark over a 12-month period with a portfolio of $1,000+.
Growing real money with documented decisions turns investing from guessing into a skill. The focus is the written record: why you bought, why you sold, what you missed. A portfolio that beat the index for twelve months may or may not repeat. The reasoning is what compounds. Without writing it down, the kid learns nothing from the win and nothing from the loss. The journal is the capstone.
- Pick the path: $5K portfolio 24+ months, or S&P beat over 12 months on $1K+.
- Document reasoning for every position.
- Track performance against the benchmark monthly.
- Write up the result honestly.
Documented investment performance hitting the capstone path, with full reasoning. The statements plus reasoning log are plenty.