Hi Partner 👋

I’m Pieter and welcome to a 🔒 subscriber-only edition 🔒 of Compounding Quality.

In case you missed it:

1. 10 Stocks to own forever

2. Update ETF Portfolio

3. Favorite stocks March 2024

If you haven’t yet, subscribe to get access to these posts, and every post.

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Since Compounding Quality launched on the 1st of October 2023, the Portfolio returned 33.4% versus 19.1% for the S&P 500.

This means we did 14.3% better than the S&P500 over the past 5 months.

Is this level of outperformance sustainable? Absolutely NOT.

The goal is to do slightly above average for very long periods.

The screenshot above is the official track record from Interactive Brokers. You can explore Interactive Brokers here.

In today’s Portfolio Update, you’ll get an update about the following:

• The fundamentals of the companies we own

• Serious candidates to be added to the Portfolio

• How to think about FX risks

• And much more!

Portfolio overview

Currently, we’re invested in 10 high-quality companies:

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