Mu reference note

This page belongs to a controlled crawl-diff experiment on PortfolioHQ. It carries ordinary prose so that a crawler measuring overlapping word sequences has something real to compare between two runs.

A portfolio report is only as good as the record behind it. When a holding is entered once and never revisited, the reasoning that justified it fades, and what remains is a number without a rationale. Keeping a short written note against each position costs little at the time and saves a great deal at the next review.