Portfolio Update — September 2026
A review of portfolio performance, new purchases, sales, allocation changes and current market observations.
Independent investing · Personal capital
Documenting investment decisions with my own capital.
Own Capital Trader is a personal journal covering portfolio updates, investment ideas, trades, market observations and long-term wealth building. No client capital. No paid recommendations. Just an open record of my own decisions.
Portfolio snapshot
September 2026
Example figures for the layout. Replace these values with your real portfolio data before publishing.
Portfolio Value
€ 100,000
Example value
Monthly Return
+2.4%
September 2026
Year-to-Date
+11.8%
Example performance
Benchmark YTD
+8.6%
Example benchmark
Portfolio Performance vs. Benchmark
Monthly reports
Latest Portfolio Updates
Recurring updates on performance, transactions, allocation and the most important decisions of the month.
Portfolio Update — August 2026
August performance, changes in portfolio weightings and a look at the companies currently under review.
Portfolio Update — July 2026
A summary of the month, including cash levels, market developments and updates to long-term investment theses.
Trade journal
Investment Notes
Short notes documenting the reasoning behind selected purchases, sales and changes in conviction.
Why I Added to [Company Name]
The investment thesis, valuation considerations, main risks and the reasons for increasing the position.
Reducing My Position in [Company Name]
A short explanation of why the risk/reward profile changed and why I decided to reduce exposure.
Three Businesses I Am Currently Researching
Initial thoughts on companies under review. Research is ongoing and no investment decision has been made.
Portfolio
Allocation & Approach
A simple overview of the portfolio structure and the principles used when making investment decisions.
Asset Allocation
Equities
78%
ETFs
12%
Cash
10%
Example allocation only. Update the values and bars with your actual portfolio structure.
Investment Approach
- Investing exclusively with personal capital.
- Focus on long-term ownership of understandable businesses.
- Independent research and documented decision-making.
- Diversification balanced with conviction.
- Transparency about mistakes, risks and changes of opinion.
- No leverage and no management of external capital.
About Own Capital Trader
A personal record, not a signal service.
Own Capital Trader was created to maintain a transparent and structured record of personal investment activity. The purpose of this website is to document my own portfolio decisions, investment research and lessons learned over time. I do not manage money for other people, sell investment recommendations or provide individual financial advice.
Important information
Disclaimer
Not financial advice.
The content published on Own Capital Trader reflects personal opinions, personal investment activity and general information only. Nothing on this website should be interpreted as financial, investment, legal or tax advice, nor as a recommendation to buy, sell or hold any security. Investing involves risk, including the possible loss of capital. Past performance does not guarantee future results. Always conduct your own research and, where appropriate, consult a qualified professional before making investment decisions.
The content published on Own Capital Trader reflects personal opinions, personal investment activity and general information only. Nothing on this website should be interpreted as financial, investment, legal or tax advice, nor as a recommendation to buy, sell or hold any security. Investing involves risk, including the possible loss of capital. Past performance does not guarantee future results. Always conduct your own research and, where appropriate, consult a qualified professional before making investment decisions.