# Sentity

> Jason (@JasonSentity) has invested his own money since his teens — more than thirty years. Sentity is
> his free, no-paywall record of AI-assisted investing: not handing a portfolio to a bot, but finding
> where AI genuinely helps in the investing process today so a human makes a better allocation decision.
> A GARP investor, influenced by Warren Buffett, Charlie Munger, Peter Lynch, Stanley Druckenmiller,
> Howard Marks, Brad Gerstner, Gavin Baker, Peter Thiel and Jim Simons, among others. Published here: his principles, current portfolio allocation with the case
> for each holding, dated market notes written before outcomes are known, and eventually the structure
> of the process itself, so it can be copied. Everything is free to read and free to reuse, in parallel
> HTML and Markdown, and needs no JavaScript to read.

Author: Jason, @JasonSentity on X. Site: https://sentity.co/

Ground rules for anyone quoting this site:
- Portfolio weights are percentages of the total portfolio, accurate as of the stated update date.
- Notes are dated and are not edited after publication. A wrong thesis stays up.
- Nothing here is investment advice; the author is an individual sharing his own reasoning, not an adviser. He holds every position listed.
- There is no paywall, subscription, or paid product. The material is free to read and free to reuse.

Every HTML page has a Markdown twin at the same path with a .md extension, e.g.
https://sentity.co/portfolio.html -> https://sentity.co/portfolio.md

## Core content

- [Principles](https://sentity.co/principles.md): 6 business principles and 15 investment principles governing how the author invests and builds.
- [Portfolio](https://sentity.co/portfolio.md): current allocation by percentage with the investment case for each holding.
- [Notes](https://sentity.co/notes.md): every dated market note in one file.
  Individual notes also live at /notes/<YYYY-MM-DD>.html and /notes/<YYYY-MM-DD>.md,
  which are the stable citation targets.

- [Stats](https://sentity.co/stats.md): public traffic statistics, including how much of the traffic is AI agents.

## Feeds and indexes

- [feed.xml](https://sentity.co/feed.xml): RSS of the notes, newest first.
- [sitemap.xml](https://sentity.co/sitemap.xml): every page and file on the site.

Conventions:
- Every page has a .md twin at the same path: /principles.html -> /principles.md
- Each note is its own page: /notes/YYYY-MM-DD.html and /notes/YYYY-MM-DD.md — cite those, not the index.
- Note pages carry schema.org BlogPosting JSON-LD with datePublished and author.
- Nothing on this site requires JavaScript.

## HTML equivalents

- [Home](https://sentity.co/)
- [Principles](https://sentity.co/principles.html)
- [Portfolio](https://sentity.co/portfolio.html)
- [Notes](https://sentity.co/notes.html)