Decision Journal
Track your investment decisions, reasoning, and outcomes
4
Total Entries
2
Pending Review
1
Successful
68%
Avg Confidence
Increased Bond Allocation
Moved 10% from equities to investment-grade bonds
10-year Treasury yields at 4.3% offer attractive risk-adjusted returns. Equity valuations elevated with S&P 500 P/E above historical average.
Added Emerging Markets Exposure
Allocated 5% to emerging market equities via diversified ETF
EM valuations at significant discount to developed markets. China reopening could boost growth. Dollar weakness expected.
Maintained Gold Position
Decided to keep 5% gold allocation despite recent rally
Geopolitical uncertainty persists. Real rates may decline if Fed cuts. Gold provides portfolio insurance.
Reduced Tech Overweight
Trimmed technology sector from 35% to 25% of equity allocation
Magnificent 7 concentration risk. Valuations stretched. Interest rate sensitivity.