Three routes through the site. Pick the one that fits.
ingruc has six years of material and counting. This page is the shortest path to whichever version of the site you actually need.
Route C
Thinking of copying
You found me on eToro, or someone mentioned the portfolio, and you're doing what you should be doing: checking. Read in this order.
- 01Portfolio
Live positions, performance vs benchmark, risk and attribution. The claims, verifiable.
- 02Before you copy me
Mechanics, costs, drawdown expectations, and who shouldn't.
- 03Investment Cases
The argument for each major holding, in numbers — the approach applied.
- 04The investment philosophy
The five principles the portfolio runs on.
Route A
New to investing
You want the fundamentals first. Read in this order, then come back for the portfolio.
- 01How to start investing
What a sensible first move looks like, with specifics for Swedish, UK and German readers.
- 02The compounding chart
What time and rate of return actually do to a sum of money. One chart, the whole argument.
- 03The Knowledge section
Foundational explainers: risk, allocation, tax wrappers, valuation basics.
- 04Investment philosophy
How I think about markets, in five principles. The shortest path to understanding the portfolio.
Route B
Serious investor
You want the live portfolio and the thinking behind it. Read in this order; the rest can wait.
- 01Portfolio
Live positions, sector and geography breakdowns, performance against benchmark.
- 02Investment Cases
The case for each major holding, argued in numbers — thesis and risks in the open.
- 03The investment philosophy
The five principles the portfolio runs on — the 'why' behind every position.
- 04The Knowledge section
The deeper guides — valuation, cash-flow analysis, and the harder half of investing.
Whichever route you take, the newsletter is the one place I send when there's something genuinely worth saying.
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