Hi Partner 👋

What a year 2025 has been.

Since its launch on October 1, 2023, the Portfolio made a profit of $163,054.

But always remember: investing is a long term game.

Are you ready for investing year 2026? Let’s find out what you can expect.

Our Portfolio

Here are the essentials of Our Portfolio in a nutshell:

✅ We currently own 18 amazing companies
✅ The average company should grow its intrinsic value by 13.6% in 2026
✅ Our Portfolio generates $82,100.11 in Free Cash Flow per year (versus $11,985.0 in 2016)
✅ Valuation levels of Our Portfolio have never been cheaper than today
✅ The expected return has never been higher than today

If you read this, doesn’t it make sense that I’m very enthusiastic about the new year?

We are invested in the best companies in the world.

And while the stock prices might be volatile in the short term, our companies keep increasing their value year after year.

Fundamentals

When we compare the Fundamentals of Our Portfolio with the S&P 500, we get the following:

Our companies are fundamentally way healthier than the average company.

On top of that, our companies are now also cheaper than the S&P 500.

That’s exactly what we want to see.

We own fundamentally better companies and the market doesn’t seem to recognize it (yet).

Here’s how the Owner’s Earnings of Our Portfolio evolved over the past few years:

Our companies have grown their value on average by +19.7% per year since 2015.

Not bad! The stock prices should follow too.

If you compare it with the S&P 500, you see our companies created way more shareholder value:

How much money are we making?

Currently, we are invested in 18 companies for a total amount of $1.47 million.

An easy way to calculate how much money each company is making for us?

What each company makes for us per year = Number of shares we own * FCF per share