Lunar Landing: Decade of Dynamic Growth

A Surge of High-Conviction Growth and Technical Precision

The Lunar Landing Portfolio is a curated basket of 15 U.S. equities selected for their alignment with secular growth trends, robust fundamentals, and technical strength. From January 2016 to May 2025, the portfolio delivered a compounded annual growth rate of 34.83%, turning a $10,000 investment into an exceptional $166,737. With over 74% of monthly periods generating positive returns, the strategy exemplifies resilience, momentum alignment, and thematic precision across innovation-led industries.

Performance Highlights
From January 2016 through May 2025, the portfolio compounded at an extraordinary 34.83% annually, outperforming most benchmarks and sector funds. Over this nine-year span, 84 of 113 months posted gains. A $10,000 initial investment grew more than sixteenfold, reflecting the strength of its selections and balanced risk-return profile. Its standout year was 2024, delivering 66.73%, while its lowest gain came in 2018 at a still-positive 3.55%.