Centauri Strategies is a project I started to build and share real, thoughtful investment portfolios across stocks and crypto. It’s casual by design, but serious in intent. This isn’t a fund you can invest in (yet). It’s a place to test ideas, track performance, and show that good strategy doesn’t need to hide behind buzzwords or boilerplate.

The goal is pretty simple. Build portfolios with actual conviction, document the thinking behind them, and make the performance public. No fake screenshots, no mystery trades. Just clear strategies and ongoing updates.

What You’ll Find Here

I’ll be managing a few live portfolios with my own money in them. Each one has a different focus and thesis, and I’ll break down the decisions along the way.

Right now there are two main strategies:

1. Titan is the equities portfolio. It focuses on large cap stocks and high-conviction names, mostly in the US. Think of it as a long-only strategy built for quality and growth.

   
   

2. Nova is the crypto portfolio. It’s more dynamic, with a mix of large-cap tokens, DeFi plays, and themes I think have long-term potential. Crypto moves fast, and this portfolio will evolve with it.

Over time I may add more. Some might be more thematic, others more macro. But they’ll all follow the same rule: clarity, accountability, and a real thesis.

What This Isn’t

This isn’t investment advice. It’s not a paid subscription. It’s not a secret Discord with trade alerts. It’s just a place to track strategies and write about what’s working, what’s changing, and what I’m learning from actually managing capital.

If you’re into that, follow along. I’ll post updates here and on the site regularly.

Thanks for reading. Let’s see where this goes.

- I.S