This is also what I suggest. I moved from WordPress to Grav. It’s good, but a lot of work to customize.

Here’s a very useful resource of code snippets to make your website attractive and functional, without aCMS. https://www.w3schools.com/howto/default.asp

I’m not sure about all your requirements. I use 1CRM. It’s based on sugar crm, which is open source. It’s self-host-able. I had a good experience with support while I was setting it up (I pay for hosting). They are located on the west coast of Canada, if time zone matters.

I use the GL.inet Shadow and have been happy with it. If you want 5Ghz and don’t mind that it’s a little larger (still small), I’d consider the Slate. It supports the latest version of OpenWRT. https://openwrt.org/toh/gl.inet/gl-ar750s

They include a custom GUI on top of OpenWRT, which I like. But LuCI is still there.

I’m planning to start with a self-hosted option, but if I get tripped up, that sounds like a good plan B.

I used to use your strategy. It works fine. But since I migrated to Nextcloud on a VPS, I use the next cloud password manager. It keeps a copy of the database stored on my device.

My server is named ubuntu. You can guess why. My laptop is named MacBook-Air, because I didn’t change the default.

I’m thinking of naming my next server GladOS and the desktop Wheatley.

This doesn’t answer your question.

It’s simple but not easy. When you’re building a portfolio for someone else, emotion plays a much smaller role. When you do it for yourself, it’s easy to get caught up in greed or fear and to make mistakes (like putting most of your funds in Tesla, like one DIYer I met).

Make sure that you will actually review your portfolio every six months and not every two weeks or two years. Set clear parameters and objective measures. Decide how long something can lag (or lead) before you make changes. Then stick to your rules. The hardest part of portfolio management is discipline.