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📋 Your rules — follow 110% show / hide
  1. Trade only on your rebalance day — once a month. Ignore the market in between.
  2. Buy & sell only what the tracker says. No overrides, no gut calls, no "this one looks weak."
  3. Never cut a red stock early. Hold the whole basket to the next rebalance — the winners hide among the losers.
  4. A no-change month = do nothing. Boredom is correct. Don't force a trade.
  5. Expect red months & ~30% drawdowns. Hold through them — sitting still through the pain is the edge.
  6. The daily / this-month % is noise. Decisions come from the 12-month rank, never from today's wiggle.
  7. Fixed size (~5% each, 20 names). Never scale up after a good run. Never bet the account on one name.