sidepickDWG NO. SP-2026-04 · REV A
Sheet 01 - Series

Drawing register.

Every entry belongs to exactly one series. 5 sheets on file.

SheetTitleDateRev
The monthly numbers: portfolio, P&L, progress. Published at the chosen granularity.
2026-09September 2026 — Starting position
2026-09-30A
Coding in public: what was built, how, and the code. Smallest reliable thing, shipped.
Every setup, entry, exit, and lesson. Wins and losses, same ink.
Distilled rules. Short enough to remember when it matters.
P-001Playbook 01 — Start from the number, not the stock.
Calculate the income you need first. Picking instruments comes second.
2026-09-30A
P-002Playbook 02 — Subtract inflation from your yield.
Nominal yield is vanity. What your income buys next year is the real number.
2026-09-30A
P-003Playbook 03 — Dividends are a film, not a photo.
Judge a dividend by your yield on cost, not by today's quoted yield.
2026-09-30A
P-004Playbook 04 — Follow the spread, not the rate.
A 7.5% deposit rate is one side of a spread. Before chasing it, draw the other side: who pays the bank more than the bank pays you?
2026-09-30A