Compounding with Conviction — The Power of a Balanced Growth Engine

As September opens, the celestial climate signals a timely recalibration for strategic growth. The Sun’s passage through pragmatic Virgo emphasizes precision, analysis, and disciplined planning — qualities that echo the core design of the Lunar Landing Portfolio. Meanwhile, the Moon in adventurous Sagittarius imbues the market with optimism and big-picture vision, encouraging bold but informed positioning. With Mercury still in late Leo and Venus close behind, communications and valuations remain under intense spotlight — making it a ripe period for reviewing long-held convictions. Notably, Mars in Libra and Jupiter in Cancer suggest a tension between assertive action and emotional caution, reinforcing the importance of balance in portfolio construction. These planetary alignments highlight a moment of refinement: a chance to double down on quality while staying open to expansion, mirroring the dynamic strength embedded in the portfolio’s current configuration.

The Lunar Landing Portfolio continues to demonstrate the strength of disciplined equity selection rooted in technical resilience and secular growth exposure. From January 2016 through August 2025, the portfolio delivered a striking annualized return of 30.99%, transforming an initial $10,000 investment into $135,924. This performance reflects a deliberate commitment to innovation, durable cash flows, and sectoral diversification — key pillars of this strategy's design. With 73% of months ending in gains and a peak year return of 51.59% in 2024, the portfolio offers a compelling narrative of strategic consistency amid volatile macro cycles.

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