A framework built the long way around — through twenty years of mistakes — and shared so others don't have to make them.
Total Growth Investing was developed by Chad, a Seattle-based investor, after twenty years of learning the hard way what doesn't work. The first ten years were spent throwing darts at stocks that showed up in the news. The next ten years were spent hunting high dividend yields, looking for shortcuts that didn't exist. Neither approach built a portfolio that could carry through retirement.
TGI is what came out of starting over in 2020. A rules-based ranking system that identifies companies growing in both dividends and price across multiple timeframes, with diversification rules that govern action and remove discretion from buy and sell decisions. The framework is shared publicly because nobody should have to lose twenty years rediscovering the same lessons.
Spotlights are published on stocks and funds that catch my attention for various reasons. I will share with TGI members first, and then add the page to the navigation and add a card to the Spotlight index page. If you would like to get access to them early, please join the membership!
TGI is one lens — the Economic field lens — within a larger project called Living Civilization, currently being written as a book. Living Civilization explores how civilizations coordinate, using a framework built around four fields (Tribal, Jurisdictional, Economic, Cultural) and four pillars (Capital, Information, Innovation, Trust). The Economic field happens to be the easiest one to instrument first, because markets generate dense, time-stamped, comparable data that other fields don't.
If TGI works as a working instrument of the Economic field, the rest of the framework becomes easier to demonstrate. The book is in progress; the spotlights begin to show what the framework looks like applied in practice.
The TGI community lives across several platforms. The watchlists are public; the discussions happen wherever the conversation goes:
Discipline builds, speculation crashes.Total Growth Investing