GrowthModerate riskSince 2 September 2026

Beta Quality Compounders

Follow This Portfolio

Concentrated quality growth, long only.

Harry Potter

Cumulative return

−1.9%vs +0.1% S&P 500

Beta Quality CompoundersS&P 500

Market data as of 09 Sept 2026 · 19:31 UTC.

Current holdings

From the latest immutable snapshot, priced live.

SecurityWeightPriceSince purchase

AAPL

60.0%

316.22 USD

−2.9%

MSFT

40.0%

493.95 USD

−0.3%

Key numbers

1Y return

−1.8%

S&P 500 1Y

+0.1%

Volatility

26.6%

Sharpe

-2.67

Max drawdown

-3.5%

Verified track recordTrack record started 2 September 2026 · 2 snapshots · NAV 98.15

Holdings are timestamped when published. Historical portfolio snapshots cannot be rewritten by the manager — every revision is appended as a new version, and performance before it keeps using the allocation that was actually in force.

Portfolio history

Every revision is appended as a new snapshot. Nothing is ever edited.

v202 Sept 2026 · 18:46 UTC
Trimmed MSFT
AAPL 60.0% · MSFT 40.0%
v102 Sept 2026 · 18:41 UTC
Initial portfolio
AAPL 50.0% · MSFT 50.0%