Required Returns and Wealth Benchmarks
A framework for setting return objectives using wealth-pool growth, after-tax compounding, and annual withdrawals.
PUBLIC RESEARCH LIBRARY
Public Research Library
All public research records are organised here by time, topic, and language. Each note keeps the question, evidence, reasoning, counter-arguments, and review markers; family allocation records and account-level execution remain private.
FOUNDATION NOTE
Method & Investment Principles
Before reading the individual notes, this page sets out how we do research, how we define risk, and how we try to avoid false precision. It is not a clever formula; it is a discipline for making decisions reviewable, executable, and correctable.
01 / TIMELINE
Read By Time
The newest notes appear first. Dates refer to the data or model date used in the public draft.
AI Trends and Asset Allocation
A way to separate the AI technology story from the harder question of who earns durable cash flow and asset returns.
NVIDIA Investment Framework
A framework for understanding NVIDIA's platform advantage, customer economics, and the conditions that could weaken the long-term case.
Global Multi-Theme Portfolio
A disciplined model for keeping global market exposure at the core while expressing a small number of long-term active views.
02 / THEMES
Browse By Topic
Topics are not product categories. They are the questions that organise the research.
Wealth Benchmark
Research on the return objective long-term family capital needs after taxes, fees, withdrawals, and real-world compounding.
Company Research
Deep dives on company structure, business quality, counter-arguments, and the conditions that would break the case.
Structural Themes
Long-horizon research on AI, demographics, energy, and global order: slow changes that may still be large enough to matter.
Portfolio Frameworks
Research that connects single ideas back to diversification, risk exposure, thematic tilts, and long-term execution.
03 / LANGUAGES
Open By Language
English pages are public reading versions; Chinese pages remain the primary research record.
财富基准 Required Returns and Wealth Benchmarks
结构性主题 AI Trends and Asset Allocation
公司研究 NVIDIA Investment Framework
组合框架 Global Multi-Theme Portfolio