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The WealthPie Journal
Clear thinking on building a portfolio you can hold.
Plain-language guides on investing, allocation, and accounts, plus the occasional note on what we are shipping. Written for people who would rather own a pie than watch a ticker.
Portfolio review4 min read
Month-end review: what changed in your pie?
A calm month-end checklist for comparing saved targets, connected holdings, cash, and unassigned positions.
Latest stories
View allDeposit planning4 min
How to review your next dollar before it reaches brokerage
Use a planning amount to estimate where future cash would land across the pies and slices you already saved.
Holdings4 min
Unassigned holdings are not mistakes
Unassigned holdings help separate what you already own from what you want included in future target planning.
Pie structure4 min
Why every account starts with one master pie
A master pie keeps account planning simple: one top-level view, optional child pies, and direct stock or ETF slices.
Portfolio review4 min
Three questions before changing a saved target
Before editing a percentage, ask whether your goal changed, the account changed, or the market simply moved.
Data4 min
Reading account value, cash, and holdings together
Account value tells one story, cash tells another, and holdings explain what is already inside the account.
Risk language4 min
Explain concentration without jargon
Concentration simply means one slice has become a larger part of the account than your saved target intended.
Pie structure4 min
When to use a child pie instead of a direct slice
Child pies are helpful when a group of holdings has one purpose, such as broad ETFs, dividend holdings, or sector exposure.
Checklist4 min
The 100% pie rule in plain English
If a pie totals 100%, every future planning estimate has a complete set of instructions.