A Decade of Ascent

Inside a High-Velocity Compounder Portfolio

The Lunar Landing Portfolio is a precision-engineered collection of 15 equities selected for their alignment with secular growth themes, technical durability, and macro-phase resilience. With equal weightings and a deliberate tilt toward quality-growth, this portfolio embodies a strategic fusion of innovation and infrastructure. Spanning from January 2016 to May 2025, it delivered a cumulative return of 1,446.71%, transforming a $10,000 initial investment into $154,671. This equates to a robust 33.75% annualized return—testament to the potency of a high-conviction, risk-balanced approach across multiple market regimes.

📈 Performance Highlights

Over nearly a decade, the portfolio achieved a CAGR of 33.75% with 74% of months posting positive returns. The standout year was 2024, delivering a staggering 77.17%, propelled by outsized gains in MicroStrategy (+358.54%) and Axon (+130.06%). Even in 2022—a year marred by macro turbulence—the portfolio eked out a positive 4.30% return, showcasing its defensive depth. Overall, the result is a 15.5x growth multiple on original capital.

⚠️ Risk and Drawdown

Risk-adjusted metrics were compelling: a Sharpe Ratio of 1.44 and a Sortino Ratio of 2.82 reflect efficient return capture. The worst drawdown of -22.47% during COVID (Feb–Mar 2020) recovered in just five months. With a standard deviation of 20.5%, volatility was well-contained given the growth profile, and the downside capture ratio of 64.59% underscores resilience during sell-offs.

🎯 Return and Risk Attribution

Return attribution reveals MicroStrategy (19.38% of risk) and Axon (9.10%) as primary performance engines. However, no single holding dominated. Risk was widely distributed, with the highest contributor still under 20%. This affirms the portfolio’s balanced construction—designed to harness upside without overexposure.

🗓️ Year-by-Year Commentary

Each year told a story. The late 2010s saw foundational growth, while 2020–2021 captured tech acceleration and infrastructure tailwinds. 2022 was a test of durability, passed with positive returns despite global headwinds. From 2023 onward, a surge in AI, biotech, and digital infrastructure lifted key names like AVGO, LLY, and MSTR. The early months of 2025 hint at continued momentum.

🔍 Strategic Insights

This portfolio exemplifies the advantage of diversified conviction. Equal weighting neutralizes single-stock risk while capturing upside across themes like cybersecurity, semiconductors, clean energy, and biotech. The mix of high-beta names with defensive operators ensures both torque and terrain-handling. It reflects a disciplined, adaptive methodology attuned to both technical signals and macro context.

📐 Methodology

This analysis was conducted using Portfolio Visualizer, assuming annual rebalancing and full dividend reinvestment. Historical performance was used without forecasting. The underlying data spans January 2016 through May 2025, constrained by the earliest available date for Palo Alto Networks.

🔚 Therefore…

The Lunar Landing Portfolio stands as a model for resilient growth investing. Its blend of secular themes, risk balance, and adaptive structure produced exceptional returns without over reliance on any single driver. As a blueprint, it reinforces the value of thoughtful construction, broad thematic reach, and relentless focus on return efficiency.

🧭 Portfolio Overview