Investing Guide
Three lenses on a portfolio: stocks (the company and how it earns money), ETFs (the passive bundles most portfolios are built around), and themes (the theses that group the two together). Each guide is plain-English, written for portfolio thinking, and cross-linked so you can follow a stock to the themes it sits in and the ETFs that hold it.
Stocks Guide
Themes each stock fits in, the ETFs that hold it, similar stocks, and basket ideas. Not a stock-price page.
ETFs Guide
What's inside each ETF, the costs, how it compares, and which themes it's commonly used to express.
Themes Guide
AI infrastructure, dividend growth, defense modernization, and more. Every stock that fits each theme, with the ETFs used as passive proxies.
How to use this guide
Start wherever your thinking starts. If you have a thesis (“I want AI infrastructure exposure”, “I want dividend growth without buying Vanguard ETFs”), open the matching theme page; it lists every stock that fits and the ETFs people use as proxies. If you have a specific ticker on your radar, the stock guide tells you which themes that stock sits in and which ETFs hold it most heavily. If you want passive exposure first, the ETF guides cover what's inside each fund and the themes it can express. All three are cross-linked.
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