Requesting the performance record

The commentary on this site is the public surface of the strategy. The complete performance record — monthly net-asset-value statements, time-weighted-return calculations per GIPS sub-period methodology, and the full trade log with rationale for every entry and exit — is available on request.

There is no gating by time, net worth, accreditation, or credentials. The record is simply maintained off-site and released to anyone who asks.

To request it, connect on LinkedIn: linkedin.com/in/carlross-ca

Include a brief note on who you are and your interest. A reply with the current record set will follow, normally within a few days.

General correspondence

The same LinkedIn channel is the right place for anything else — questions on the commentary, observations on the framework, or corrections to anything published here. Notes are read; replies are not guaranteed but are usually forthcoming.

What this is not

This site is not a solicitation and is not a registered advisory service. Nothing published here constitutes investment advice. The Composite is a single portfolio managed for personal capital, and it accepts no external client assets. Any future transition to a client-facing posture will be preceded by the necessary British Columbia Securities Commission registration under NI 31-103, and will be announced here plainly if and when it happens.