Precision and Momentum: Tracking the Ascent of a High-Growth Equity Basket

Lunar Landing Portfolio May 24, 2025

🚀 Introduction

The Lunar Landing Portfolio is a curated basket of 15 high-conviction U.S. equities selected for their alignment with secular growth trends, operational resilience, and technical strength. This carefully engineered mix includes companies across sectors that benefit from enduring macroeconomic and technological transformations. Each holding plays a distinct role in balancing innovation, defensiveness, and risk-managed growth.

From January 2016 to April 2025, the portfolio generated a compounded annual return (CAGR) of 35.10%, transforming a $10,000 investment into $165,759. Built on a foundation of diversified sector representation and volatility-aware construction, the portfolio maintained 75% positive months over this nine-year stretch, exemplifying consistency in both bull and bear market phases.