Burnside private dashboard · stocks
Core thesis brief
A lighter report-style view of the KB thesis, action framework, watch items and risks for VTI + BOT core foundation.
01
Current stance
VTI + BOT core foundation
Status
Monthly boring-foundation
Diversified base / automation ETF
Action
Keep contributing
KB-derived stance; not live trade advice
Thesis health
90/100
Qualitative RL confidence, not a probability
Action framework: Monthly contribution process, not price-alert trading.
02
Why it matters
Thesis spine
- VTI and BOT are the monthly boring-foundation plan.
- Goal is durable core compounding while satellite plays stay separate.
- BOT accumulates until it reaches a “decent amount”; cap still needs formalising.
03
Controls
Watch + risk
Watch next
- Monthly capital available.
- Core/satellite split discipline.
- Clarify BOT target/cap.
Main risks
- Core can get crowded out by exciting trades.
- BOT theme concentration if it grows too far.
- FX/platform costs.
04
Traceability
KB source
Source: Stocks/portfolio.md and MEMORY.md
This page is a presentation layer over the KB. It deliberately avoids fake precision and stale live pricing.