Individual Portfolio Review
Before we start, you share your current setup. We analyze what's working, what isn't, and where you have blind spots. This becomes the foundation for everything else.
Investment Monitoring Fundamentals
We launched this program because too many people asked us the same question: how do you actually track performance without getting lost in spreadsheets? It's a fair question. Markets move fast, and keeping up with your portfolio shouldn't feel like a second job.
Our approach is different. We focus on practical methods that work in real situations—not theoretical models that fall apart when volatility hits. You'll learn to build monitoring systems that fit your actual investment style, whether you're tracking three positions or thirty.
Starting September 2025, we're running cohorts of twelve participants. Small groups mean you get direct feedback on your monitoring setup. No generic advice—just specific guidance based on what you're actually trying to accomplish.
What You'll Actually Learn
This isn't about fancy dashboards or complex algorithms. It's about understanding your positions well enough to make informed decisions when it matters.
Performance Tracking Basics
We start with the fundamentals. How to measure returns accurately, account for timing of cash flows, and spot discrepancies before they become problems. Most people skip this part and regret it later.
Risk Assessment Frameworks
Understanding what you're exposed to matters more than chasing returns. We cover correlation analysis, concentration risk, and how to identify vulnerabilities in your portfolio structure.
Monitoring System Design
Build a tracking system that actually works for your situation. We help you figure out what metrics matter for your strategy and how to organize data so you can act on it quickly.
Decision-Making Under Uncertainty
Markets don't give clear signals. Learn to interpret mixed information, recognize when to adjust positions, and avoid common psychological traps that derail even experienced investors.
Who You'll Learn From
Lysanne Devaux
Portfolio AnalyticsSpent twelve years building risk models for institutional investors. Now teaches practical monitoring techniques.
Roel Thibault
Quantitative AnalysisFormer hedge fund analyst who specializes in translating complex data into actionable insights for investors.
Meike Desmet
Behavioral FinanceResearches decision-making patterns in volatile markets. Helps participants recognize and correct common biases.
Ilse Vermeulen
System ArchitectureDesigns monitoring frameworks for private investors. Focuses on sustainable setups that don't require constant maintenance.
How This Program Actually Works
We don't believe in one-size-fits-all education. Your monitoring needs depend on your portfolio composition, risk tolerance, and time availability. So we structure the program around your specific situation.
Weekly Applied Sessions
Each Tuesday evening from 19:00 to 21:00, we tackle specific monitoring challenges. You bring real questions about your positions, and we work through them together.
System Implementation Support
Between sessions, you build out your monitoring framework. We're available via our platform to help when you hit technical roadblocks or need clarification.
Scenario Testing
We simulate market stress conditions using historical data. You practice responding to rapid changes, contradictory signals, and uncertainty—before it happens with real money.
Join the September 2025 Cohort
We're accepting applications for our autumn program. Twelve spots available. The cohort runs for ten weeks, starting September 8th and concluding November 12th.
Format: Ten weekly sessions (Tuesdays, 19:00-21:00 CET) plus ongoing platform access for questions and system development support.
Prerequisites: Active investment portfolio and basic familiarity with financial statements. You don't need technical expertise, but you should be comfortable working with data.
Location: Our Brussels office at Rue de Linthout, 1030. Remote participation available for those outside Belgium, though in-person attendance tends to produce better outcomes.