// blog
Long reads from building Monsa: why portfolios drift from the thesis behind them, how a written strategy becomes rules a machine can check, and where the tooling around that stands.
A momentum investing strategy holds stocks the market is already rewarding. Learn the entry rules, drawdown limits, and portfolio caps that make momentum checkable instead of a hunch.
Find the best stock research tools for your workflow. We review 10 top platforms for screening, analysis, and portfolio discipline to help you invest smarter.
Use a strategy writing template to turn your investment thesis into checkable rules, thresholds, and nightly fit scores.
You wrote the rules. Then you stopped checking them. Why deliberate investors drift from their own thesis, and what it takes to actually catch it.
Posts are written in English and published in one edition. The interface chrome translates; a long argument does not, so the original is the only version that exists.
The posts describe the problem. The terminal is the part that checks your book against your rules every night.