Compounding Quality

Compounding Quality

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🥂 Our Portfolio in 2026
Our Portfolio has never been this cheap
 • Compounding Quality
Update Kelly Partners Group
Kelly Partners Group recently held it's Annual General Meeting. We dove into the meeting and update our investment case.
 • Compounding Quality
A Look Into The Portfolio
Times on the stock market are very interesting. Quality is struggling while everything related to AI and momentum seems to skyrocket. A dangerous thing…
 • Compounding Quality
Portfolio Update: November 2025
ChatGPT said:The market looks strange right now: AI stocks are booming while many high-quality companies are cheap, giving long-term investors rare…
 • Compounding Quality
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…
 • Compounding Quality
🥂 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…
 • Compounding Quality
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…
 • Compounding Quality
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…
 • Compounding Quality
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…
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👑 Outperformance Blueprint
The fundamentals of Our Portfolio
 • Compounding Quality
I am buying 4 stocks
The magic of compounding is amazing. Tomorrow at the opening, we will add to four existing positions.
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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…
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