You did everything right. So why doesn't it feel like winning?

A first-principles investing system for the self-directed investor who's ready to make work optional — on their own terms.

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Why I Wrote This

I'm Koh, and I became work-optional at 40.

It wasn't because I got lucky. I built a system methodically over a decade, through trial, error, and more earnings call transcripts than I'd like to admit.

I was earning a good salary, paying attention to my portfolio, and doing what I thought I was supposed to do. I just didn't understand how the capital game actually worked.

One question changed everything: Do I actually know why I own this?

The seven-pillar framework grew out of that question. I pressure-tested it across multiple market cycles, including some that really hurt.

That morning I realized I could say no to work I didn't want and yes to work that actually mattered to me. The paycheck no longer decided it. That's the freedom this system is built to create.

How the System Works

Two things come before everything else.

  • Your Work-Optional Number. The specific portfolio value that makes work a choice. Every decision in the system is calibrated against this number.

  • Your Risk Profile. How much volatility your life can actually absorb. This determines every sizing and allocation decision that follows.

Then you run the seven pillars:

  1. The Purge. Clean house on the positions you're holding out of habit, not conviction.

  2. The Wall Test. Evaluate whether a company's competitive advantage is real and durable.

  3. The Financial Truth Test. Run the numbers and find what doesn't hold up under scrutiny.

  4. The Thesis Builder. Sharpen your investment case into something you can write down and defend.

  5. Valuation and Entry Price. Determine whether the price makes sense given everything you've found.

  6. Portfolio Construction. Build a mix that matches your risk profile and your timeline.

  7. The Rebalance System. Keep the portfolio on track without turning it into a second job.

What Most Self-Directed Investors Ask First

Here’s What You Get

  • Make Your Own Alpha (PDF eBook): The complete seven-pillar framework, written for the self-directed investor who's serious about building a system that lasts.

  • The Companion Workbook: A spreadsheet that walks you through each pillar. Work through it once and you have a personalized investment framework built around your number and your risk profile.

  • Lifetime updates: Markets change. When the framework evolves, you get the updated version at no additional cost.

Try it risk-free

If you read the book and work through the companion workbook and don't feel like you have a clearer system than when you started, email me within 7 days for a full refund.

No questions asked.