Starting all over again?
What I'd do if I joined Compounding Quality today
Recently, I received a message from a loyal Partner:
"Pieter... If you needed to start all over again and joined Compounding Quality today, what would you do?"It’s a very interesting question.
Here’s what I would do if I joined Compounding Quality today…
What things look like right now
Currently, the Portfolio looks like this:
✅ 16 High-Quality Stocks
✅ Healthier businesses than the market
✅ More growth potential
✅ Attractive outperformance
The current performance looks as follows:
A yearly outperformance of 9% is amazing.
The goal is to outperform the S&P 500 by an attractive margin over time.
I am convinced we can do this as we own way better companies that are trading more or less in line with the market:
How to start
You know how to run a marathon? One step at a time.
The same goes for investing.
If I were to start all over again, I would add a new stock to my portfolio every single month.
And once I’m fully invested? Then I would continue to add money to existing positions every month as well.
At Compounding Quality, every company receives a rating:
Strong Buy
Buy
Hold
Sell
If I were to start from scratch, I would begin by examining the Strong Buys.
Those are the most attractive stocks within Our Portfolio today.
Currently, there are four Strong Buys in Our Portfolio: