Periodic Reviews

Monthly Review

When: First weekend of each month
Duration: 30 minutes

Checklist

• Review all decisions from prior month
• Score outcomes for decisions whose timeframe elapsed
• Flag principles with declining accuracy
• Document 1-2 lessons

Output

• Updated principle scores
• New entries in lessons
• List of principles to review in wiki

Quarterly Review

When: End of quarter
Duration: 1-2 hours

Checklist

• Aggregate monthly reviews
• Deep dive on flagged principles
• Compare portfolio performance vs regime predictions
• Assess whether wiki structure still serves current conditions
• Plan wiki updates for next quarter

Output

• Lessons batch update
• Wiki revision plan (atoms to update, chapters to add)
• Strategy adjustments for next quarter

Annual Review

When: Year-end
Duration: Half day

Checklist

• Full principle scorecard
• Portfolio performance attribution
• Regime prediction accuracy
• Wiki coverage gaps
• System architecture review

Review Template

## [YYYY-MM] Monthly Review
 
### Decisions Made: N
### Evaluated: N
### Accuracy: N%
 
### Flagged Principles
- ...
 
### New Lessons
- ...
 
### Wiki Updates Needed
- ...