Our Portfolio consists of wonderful companies.
More than half of them receive a ‘Buy’ recommendation.
Curious how things are going? Let’s dive in together.
Performance
Our Portfolio is filled with high-quality stocks.
Only the best of the best is good enough.
So far, it’s working. We’re compounding at 15.6% per year.
At this pace, we double every 5 years. That’s powerful thanks to the magic of compounding.
Portfolio Fundamentals
Our goal is to outperform the S&P 500 by more than 3% over the long term.
We dive deeper into the Portfolio Fundamentals in this article.
As you can see, we own significantly better companies compared to the S&P 500.
Our Portfolio has also gotten cheaper and the S&P got more expensive since the last Portfolio Update in August:
This means our Quality Stocks look even better than last time.
How much money are we making?
Currently, we are invested in 16 companies for a total amount of roughly $1.4 million.
An easy way to calculate how much money each company is making for us?
What each company makes for us per year = Number of shares we own * FCF per shareAs an example, we own 260 shares of Medpace. The company is expected to generate a Free Cash Flow Per Share of $18.6 over the next 12 months.
What each company makes for us per year = Number of shares we own * FCF per share
What Medpace earns us = 260 * $18.6 = $4,836.0This means Medpace generates $4,836.0 in pure cash for us every single year. And this while we don’t have to work for it!
When we do these calculations for the entire Portfolio, we get the following: