Compounding Quality
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A New Chapter For Our Portfolio
Over the past few weeks, I’ve shared a full Portfolio Update showing how our companies keep generating more and more cash each year. In the next phase…
Oct 23
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🥂 Our Forever Portfolio
Compounding Quality keeps growing, with 16 high-quality stocks in the portfolio and a 15.2% annual return since inception. In this first of four…
Oct 9
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Portfolio Update: August 2025
The Portfolio, built around high-quality stocks, has compounded at 18.8% annually so far, though a more realistic long-term return of ~12% per year is…
Aug 24
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I am buying 3 stocks
We're adding to three top-quality stocks—Brown & Brown, LVMH, and HG Capital Trust—focused on long-term compounding through smart acquisitions, luxury…
Jul 27
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Portfolio Update: July 2025
Our portfolio keeps doing well, with a return of 25.1% since launch, and we’re still confident in key holdings like Evolution AB, LVMH, and Novo Nordisk…
Jul 20
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👑 Outperformance Blueprint
The fundamentals of Our Portfolio
Jul 10
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I am buying 4 stocks
The magic of compounding is amazing. Tomorrow at the opening, we will add to four existing positions.
Jun 22
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Starting all over again?
Starting fresh with investing? Here's a step-by-step plan from Pieter on how he’d build his portfolio from scratch at Compounding Quality—focusing on…
Jun 15
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Portfolio Update: May 2025
Hi Partner 👋
Jun 8
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Buying this stock
Novo Nordisk's stock is down 40%, but its intrinsic value has climbed 40%. With strong fundamentals, patent-protected drugs, and long-term tailwinds in…
May 25
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A Look Into Our Portfolio
Want to understand the real value of your portfolio? Start with Owner’s Earnings—EPS growth + dividend yield. It’s the metric that stock prices follow…
May 18
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🛒 Buying 7 Stocks
📉 Markets are volatile—but that’s opportunity, not panic. We're adding to 7 positions as valuations drop and expected returns rise. Our portfolio is…
Apr 8
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