June 1, 2026
Current portfolio
Current Portfolio OS snapshot after BTCX trim, GLXU tactical buy, and cash rebuilt as the largest line.
Portfolio Time Machine
Portfolio archive.
A preserved history of Edge Investing portfolio snapshots, so readers can see how the portfolio changes over time instead of only seeing the latest version.
Snapshots
Look back at prior portfolios.
Each archive page preserves the old weights, thesis notes, and context as they appeared at that point in time.
View current →
May 19, 2026
Pre-BTC thesis-change snapshot
First KOID and ARKG tranches added. Cash reduced as the portfolio began building long-term exposure to physical AI and AI biotech/genomics.
May 14, 2026
Pre-KOID / ARKG snapshot
Portfolio before the first physical AI and AI biotech ETF tranches. Cash was the largest line at roughly 19.9%.
Time Machine ideas
How this can get much better.
The archive page is the first layer. The stronger version is a portfolio change journal that connects each move to the thesis and the outcome.
Change ledger
Every buy, sell, trim, and add gets a plain-English note: what changed, why it changed, what thesis it supports, and what would make it wrong.
Before / after snapshots
For each major move, show old weight vs new weight, cash impact, theme exposure impact, and which holdings became more or less important.
Thesis timeline
Track when a position’s thesis strengthened, weakened, or changed. This is more useful than a price chart because it shows decision quality.
Allocation drift chart
Show how exposure to AI compute, digital assets, edge AI, physical AI, biotech, cash, and speculative ideas moved over time.
Decision scorecard
Look back after 30/90/180 days: was the move right for the stated reason, or did it only look good/bad because the market moved?
Archived rationale cards
Freeze the original thesis, kill criteria, and conviction level for each holding, then compare it to the current thesis later.
Disclosure
This archive is for transparency and research context only. It is not investment advice, a recommendation, or a solicitation to buy or sell securities.