Hi Partner 👋
What an excellent start we’ve had.
Since Compounding Quality launched on the 1st of October 2023, the Portfolio returned 34.1% versus 16.4% for the S&P 500.
This means we did 17.7% better than the S&P500 over the past 5 months.
Is this level of outperformance sustainable? Absolutely NOT.
The goal is to outperform the index slightly in the very …