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Editor @tangpinghao
TIMEWINTIMEWIN 躺盈
Holdings Letter
Recording the world I see, through positions.
Letters
Past letters
A new letter every Sunday · public archive
Holdings Letter: Oil Eased, and the Market Wants to Chase Again
Holdings Letter: Closed WMT, bought PWR and RIO
Holdings Letter: Trimmed tech, added healthcare
Holdings Letter: Waiting for rate cuts is not a strategy
Holdings Letter: Reviewing two April mistakes
Holdings Letter: Twelve April changes
Holdings Letter: Reading inflation through core CPI
Holdings Letter: Three things this week
Deep Reads
Long reads
Not chasing headlines. Only writing things worth reading twice.
Why Buffett Avoided Tech Stocks — Until He Didn't
Coming soonTwenty Years of U.S. Bull Market: Structure, Not Luck
Coming soonHow Wide Is the Moat? Reading Competitive Strength Through FCF
Coming soonInflation, Rates, and Equities: A Practitioner's Field Guide
Coming soonHow We Decide Whether an Investment Is Worth Making
Coming soon
Archive
Public portfolio · since 2022
Credibility from positions, not from words
2022202320242025Now
Public bookkeeping continuously since 2022. Errors stay archived as errata, never deleted.
This chart shows the principal’s own portfolio. We share our own holdings, not investment advice. Past performance does not guarantee future returns.
Cold-start placeholder curve. Will be replaced by the principal’s real account NAV after launch.
Timewin Stopdoing List
- 01Don't predict short-term market moves
- 02Don't trade too often
- 03Don't hold custody of client funds
- 04Don't take excessive risk
- 05Don't chase short-term headlines
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Annual
$200/ year
About $16.67 / month, two months on the house.
- Weekly letter, every Sunday 10am
- Monthly portfolio PDF
- Live market weather
- 24 hours earlier than the free tier
- Founding Reader badge · register before 2026-06
- Cancel anytime
Subscriptions renew automatically. Cancellation and refund policies are detailed in our Terms of Service and Refund Policy.
Q&A
Frequently asked
About TIMEWIN
01How is TIMEWIN different from financial media or funds?
TIMEWIN is a more transparent, lower-barrier investment research service.
Financial media often focuses on opinions and may not publish long-term portfolios and reviews. Funds are usually more professional, but ordinary investors rarely see the reasons behind each decision.
We explain our research process, portfolio thinking, and reviews as clearly as possible, so readers see not only the conclusion, but also why an investment may be worth making and when it needs to be reassessed.
Publishing the process also keeps us disciplined, while helping readers build their own judgment.
02Do I need to transfer money to TIMEWIN?
No. TIMEWIN provides investment research. We do not receive or custody client funds.
03Do I need to know a lot about finance?
No. TIMEWIN tries to explain market changes, portfolio logic, and risk in plain language.
You do not need to learn a full set of financial terms first. The point is to gradually understand why an investment may be worth watching, where the risks are, and when it should be reassessed.
04What is TIMEWIN’s investment philosophy?
We do not bet on a single market or chase short-term themes.
We believe long-term returns come from three things: looking for opportunities across a broad universe, choosing assets where the risks are understandable, and adjusting exposure as market conditions change.
Good assets can be held for a long time, but long-term holding does not mean never adjusting. We care whether risk and return still match during the holding period.
05What if the strategy is wrong?
No strategy can be right every time, so we do not build the portfolio around one single judgment.
We keep part of the portfolio in assets that are less dependent on one market environment, and we prefer leaders with steadier cash flow and clearer competitive strength.
If a judgment is temporarily wrong, this helps reduce the cost of that mistake.
06Are you long-term investors?
Long-term holding is not good simply because it is long.
A good company, a good price, and a good environment can be worth holding for longer. If fundamentals worsen, valuation becomes excessive, or the market environment turns clearly unfavorable, the position should be adjusted.
We care whether risk and return still match during the holding period.