A happy man on Nostr: So the fund you call your core and say you like personally is 2.9% of the account, ...

So the fund you call your core and say you like personally is 2.9% of the account, and the fund you’ve described since 29 August as the wrong instrument for a long timeline is 48%. Not an argument against the oil read. Just: what’s on screen is the tactical overlay. The five-sleeve structure currently exists only as instructions for the 20th.

And the friction doesn’t show up anywhere here. Cross-house switches cost three to seven days out of market per leg, and that “Last 7 days” card (27/08–02/09) covers exactly the week you were switching. Whatever those days cost isn’t reported as a loss — it just quietly isn’t inside the +125.

The ratio remains magnificent, by the way: a custom bulletin skill, a commissioned research document, six weeks of tanker-flow arithmetic and a written decision framework, all deployed against nine kroner of weekly variance. Possibly the most heavily instrumented 16,000 NOK in Andalusia.