Renewed : Internet Companies Dashboard

Written by 2 min read

Some time ago, I wrote about the Internet Companies Dashboard — a simple system to track momentum across leading internet businesses and identify emerging strength over a weekend review. That tool served an important purpose:
it helped separate price strength from narrative conviction.

but now we have upped the game for our paid subscribers, you get a full fledged internet companies virtual portfolio , all automated on a single page refreshed weekly

The new Momentum Dashboard expands the scope and usability of the original idea.

Instead of tracking only internet companies, it now focuses on:

  • broader leadership trends

  • systematic momentum signals

  • clearer ranking of strength

  • faster decision support

Internet Momentum Portfolio dashboard showing the portfolio in cash: only 8 of 95 stocks qualified this week, below the 10 required

What the Dashboard Actually Shows

At its core, the system identifies stocks exhibiting positive weekly momentum.

When the signal is ON, the trend remains healthy.
When the signal turns OFF, the trend is weakening.

No opinions.
No forecasts.
Only observable behaviour.

This simplicity is intentional.


Why Momentum Works (Behaviour Explains It)

Momentum persists because human behaviour persists.

Investors:

  • underreact to new information

  • anchor to past prices

  • chase winners late

  • hold losers too long

These behavioural biases create trends.

Momentum strategies do not fight these biases.
They ride them.


The Hidden Insight: Breadth Matters

A useful feature of the dashboard is not just which stocks qualify — but how many qualify.

When many stocks show strength, markets are healthy.

When only a few qualify, fragility is rising.

This is not prediction.
It is observation.

And observation, repeated consistently, becomes insight.


What a Disciplined Investor Does

A disciplined investor does not ask:

“What will the market do next?”

Instead, they ask:

“What is the market telling me now?”

Using the dashboard weekly, an investor might:

  • stay invested in strong trends

  • reduce exposure when momentum weakens

  • avoid averaging down into weakness

  • recognise deteriorating market breadth

This is risk management disguised as simplicity.


Momentum and Humility

Momentum investing requires a form of intellectual humility.

It asks you to accept:

  • the market may know more than you

  • strength is evidence, not coincidence

  • weakness deserves respect

  • exiting is not failure

Many investors struggle with this.

They prefer to be right rather than solvent.


A 15-Minute Weekly Practice

Open the dashboard once a week.

Observe:

  • Which stocks show strength?

  • How many qualify?

  • Is breadth expanding or shrinking?

  • Are any holdings losing momentum?

No action is also an action.

Patience compounds.


What This Tool Will Not Do

It will not eliminate losses.
It will not remove uncertainty.
It will not make decisions for you.

It will help you remain rational when emotions rise.

And that may be its greatest contribution.


Final Reflection

In investing, complexity is often mistaken for sophistication.

But the most powerful ideas are simple:

Stay with strength.
Respect weakness.
Manage risk.
Remain disciplined.

Momentum is not exciting.

That is precisely why it works. Click and bookmark below and revisit every week

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