Operating Doctrine
Investment Framework
Five principles, applied in sequence, without exception. The framework is the edge — conviction is merely its input.
Five principles, applied in sequence, without exception. The framework is the edge — conviction is merely its input.
Every allocation decision passes through a written, three-phase workflow: intelligence gathering, thesis construction, and adversarial stress testing. No position enters the book on instinct, and no decision gate is skipped — including the ones that feel obvious. The process exists precisely for the days when it feels unnecessary.
Position sizing begins from the maximum acceptable loss — never from the expected gain. A hard 3% per-trade loss limit and a 25% single-asset ceiling are binding constraints, not guidelines. Leveraged products are prohibited outright at 0%. Return is what remains after risk has been bounded.
Each thesis is built on a dated, source-attributed intelligence packet and then argued against with full conviction before any decision gate. The adversarial pass is mandatory: if the bear case cannot be answered on paper, the position is not taken. Rejected theses are logged with the same rigor as executed ones.
The universe spans global equities, Irish-domiciled UCITS ETFs, listed derivatives, and Bitcoin via a regulated venue — but admission is by exclusion first. Instruments failing the tax-efficiency screen, the leverage prohibition, or the withholding ceiling of 15% never reach the research stage, regardless of the opportunity.
Soleil Capital operates as a Wyoming limited liability company with strict separation between firm and personal assets, a documented compliance calendar across both U.S. and Mexican obligations, and an auditable log of every gate decision. Open regulatory questions are flagged as active blockers — never assumed away.
Three binding constraints govern every position, enforced at the sizing stage — before capital moves.
No single asset may exceed 25% of portfolio value. Thematic aggregates carry their own ceilings — AI/semiconductors capped at 38%, digital assets at 20%.
Maximum loss per trade is 3% of capital. Stops are defined before entry, sized deterministically, and logged. A trade without entry, stop, target, and R:R is not a trade.
No setup qualifies on a single indicator. At least two independent signals — across trend, momentum, or volatility — must align before a thesis advances to the gate.