1. Thesis-Driven Selection: Every position must be supported by a specific, forward-looking thesis tied to technology adoption, platform leverage, or long-term moats.

2. Quality Bias: Preference for companies with founder-led vision, high R&D intensity, clean balance sheets, and scalability.

3. Active Reassessment: We hold as long as the thesis holds. Reevaluate only on structural shifts, not temporary volatility.

4. Distribution Core: Portfolio will include a strategic balance of QQQ, BRK.B, and flexible cash to create optionality. Avoid overreliance on SPY or static 60/40 structures.

5. Risk Discipline: No options, no leverage, no emotional decisions. Guardrails ensure objectivity and override fear or greed.

6. Optional Hedges: Use of cash, commodity ETFs (like GLD), or short-duration instruments only as needed—not default allocations.