Wick is an SEC-registered investment adviser. Investing involves risk, including possible loss of principal. Past performance is not indicative of future results.
thesis portfolios 01

theses you already
argue about.

you bring the view. we work out how to hold it.

pick a thesis, or bring your own
we build and test the portfolio
rebalance + tax, handled
join the waitlist → paper trade free · live from $10/mo
02 · the theses examples · not the launch list

pick one, or
submit one.

long nuclearai power demandeuropean rearmamentweight-loss drugsdefense dronesgrid buildouturanium supply squeezerobotics
yours not here?
submit it. we build it.
tell us what you think happens next. we find the companies and size them against real market data.
join the waitlist → thesis submissions happen in the app
03 · how the portfolio gets built

a good idea
needs a good portfolio.

same steps whether you pick a portfolio or submit your own, all measured on years of daily market data.

01 · the names
real exposure, not proximity.
the screen starts with every company near the thesis. many of them turn out not to earn from it.
coverage screen 61 assessed · 18 in
18 in43 passed on exposure
illustrative ui. not actual investment results.
02 · the sizes
size follows volatility and overlap.
position size is a risk decision, so it comes from how each name behaves next to the others.
correlation check ρ̄ 0.30 · moderate
18 namesbehaves like ~11 independent positions
153 pairs measured · 1-year window
illustrative ui. not actual investment results.
03 · the costs
tested with real costs.
a basket that only works before costs doesn't work.
cost + tax model charged in full
commissionper trade
spread + slippageper fill
tax dragon every rebalance
we check the structure holds, not which version made the most
illustrative ui. not actual investment results.
04 · the upkeep
every change, logged with its reason.
the basket keeps expressing your thesis after you buy, and every move is on the record.
audit log live
09:31weights checked · within band
11:48new name added · thesis unchanged
13:05position replaced · no longer expresses the thesis
14:22drift check · no action
15:58loss harvested · banked against gains
16:00close · day logged
09:31weights checked · within band
11:48new name added · thesis unchanged
13:05position replaced · no longer expresses the thesis
14:22drift check · no action
15:58loss harvested · banked against gains
16:00close · day logged
illustrative ui. not actual investment results.
common questions

yeah but

fair questions. real answers.

everyone has a take.
nobody has a rebalance schedule.

join the waitlist →