New here? Start here.

How Summer River works

Summer River is an open notebook from a veteran investor. You can see real portfolios, what's on the watchlist, and the thinking behind every move — to collect ideas and implement them in your own investment journey as you please.

Browse the home page

Why 'Summer River'?

Investing is a long, slow current. Picks made upstream — the research, the patience, the ethical screen — shape what flows downstream into your portfolio. The notes here are written from upstream: early ideas, evolving views, and finished decisions. Moreover, your own investments can act as a flowing river for you in the future — nourishing your quality of life consistently.

Tiers — what's free, what's not

A is just a level of access. Explore the options and utilize the ones you need. No products sold.

PublicFree · no sign-in
Real portfolios (that I've built in the past for clients or myself) with full holdings, sectors, and returns. A taste of what's possible.
Open on home
Project: CanLift 🍁Subscription
Canadian-focused picks and curated portfolios — a campaign that started in 2026. Updated regularly. All subscriptions are monthly, and cancellable any time.
Open on home
Emerald ClubSubscription
A subscription tier for investors serious about their financial growth. Exclusive content and picks curated with regular updates — to exceed expectations.
Open on home
RoyaltyInvite only
Reserved for long-term clients. By invitation.
Open on home

How subscriptions work →

Got a ? Click "Enter Clearance Code" in the top nav to unlock a specific tier without subscribing — usually shared privately with friends, family, or one-off invitees.

How to read a portfolio card

The ring shows how the money is split across industries. The number in the center is the total count of sectors held.
figures are real — calculated from the actual price and date I bought each holding.
tells you how long the portfolio has existed. An "Early days" tag means under six months — read the numbers with that in mind.
Click any card to see the full table of , the value chart, and per-stock details.

Portfolios, watchlists, notes — what's the difference?

Portfolios

Real stocks I currently own (or owned in the past or chose for a client), with buy prices and dates.

Watchlists

Stocks I'm tracking or have already bought into.

Notes

Short written observations: why I moved, what I'm worried about, what I'm watching, etc.

Want help directly? Three services

Consultation

A 1:1 video call. First 30 minutes are free, no obligation. Good if you have a specific question.

Recommendations

Custom stock picks for your described goals, delivered as a one-time written report.

Curation

I build a portfolio for you from scratch, walk you through it, and include two follow-up calls.

All three are listed on the home page under "Work with me directly."

The ethical screen

Nothing in any portfolio touches alcohol, tobacco, gambling, the adult industry, illicit drugs, or weapons sold into active conflict zones. Compatible with Shariah-conscious principles. Read the full framework →

Common questions

›Is anything here financial advice?

No. Everything is educational and personal — what I do, not what you should do. For personalized advice, book a consultation or talk to a licensed advisor in your country.

›Can I just copy these portfolios?

You can — but think first. My time horizon, risk tolerance, tax situation, and currency may not match yours. The portfolios are a starting point for your own research, not a recipe.

›What if I only have a small amount to invest?

That's fine. Many of the portfolios use accessible Canadian and US tickers. A consultation is the best way to figure out a sensible starting point.

›Why don't you sell products or take commissions?

Because I want what I write to be honest, not steered by what pays best. The site is funded by subscriptions and the three services above. That's it.

›How do I get a clearance code?

They're shared privately — usually after a consultation, or as a thank-you to long-term readers. Get in touch via the contact page if you'd like to ask.

Start here

Browse portfolios

Book a free consultation

Educational content only — not personalized financial advice.