Personal portfolio

Đỗ Thành Bộ.

Vibe coder - Invester - Employee.

Get to know me
Portrait of Đỗ Thành Bộ
01 / ABOUT

About me

My work has moved across software development, customer service, business operations, and investing.

I started in backend development, building .NET APIs and working with SQL databases. Later, supporting international customers and helping run a family business gave me a closer view of people, products, and execution.

Today I am studying for an MBA, researching Vietnamese equities, and building quant-stock as a long-term personal project. I am interested in both how a business creates value and how data can test an investment idea.

FocusInvesting · Finance · Data
Background.NET backend · SQL · Python
CurrentlyMBA studies and independent market research
02 / APPROACH

How I invest

I look at the business, the market environment, and the risk before making a decision.

01 — BUSINESS

The company

Industry structure, business model, financial quality, and what could change its outlook.

02 — MARKET

The market

Trend, liquidity, and relative strength help put a company thesis in context.

03 — RISK

The downside

Position size, concentration, and the conditions that would change my view.

This is my personal process, not investment advice.

03 / PORTFOLIO

Stock portfolio

A dated view of my current allocation. Percentages describe positions, not performance or investment advice.

ALLOCATION BY TICKER29 SEP 2026
CTG20%
MBB20%
FPT30%
MWG10%
HPG10%
VHM10%
04 / QUANT-STOCK

Quant-stock

A personal system for market data, research, signal monitoring, and paper trading in Vietnamese equities.

The project began as a daily scanner and grew into a research and operations workspace. It updates and checks market data, describes the broader market context, evaluates stock-selection ideas, and records simulated positions.

I keep research results separate from the daily workflow. That lets me compare hypotheses without presenting an experimental signal as a proven trading strategy.

Explore the source on GitHub
System mapFROM DATA TO REVIEW
01 / INPUTMarket dataHistorical prices, volume, and data-quality checks
02 / CONTEXTMarket & signalsTrend, breadth, relative strength, and rule-based scans
03 / TRACKINGPaper tradingSimulated positions and risk rules
04 / REVIEWEvaluationOutcome comparisons, diagnostics, and limitations
RESEARCH

Test ideas before adopting them

Factor panels and outcome evaluations compare selection policies across dates, budgets, and holding periods. The goal is to learn what holds up, where it fails, and what remains uncertain.

OPERATIONS

Keep the daily process visible

The scanner, paper records, Telegram reports, and a Streamlit manager help inspect data status, signals, positions, and operational runs.

PythonSQLMarket dataResearchPaper tradingTelegramStreamlit
05 / JOURNEY

My journey

Experience in software, customer-facing work, and business operations shapes how I approach investing and data.

MBA and investment research

Studying business, following the Vietnamese market, and developing quant-stock.

Concentrix

Supported international customers in English through chat, phone, and email.

.NET Backend Developer

Built REST APIs and worked with SQL databases and business systems.

Family business

Helped with operations and coordinated a small team on practical work.

06 / CONTACT

Get in touch

I am open to conversations about investing, data, and useful technology projects.

LinkedIn ↗GitHub ↗Facebook ↗Instagram ↗