Resilient Gains from Structural Strength
A Five-Year Review of a Balanced Conviction Portfolio (2021–2025)
Resilient Gains from Structural Strength: A Five-Year Review of a Balanced Conviction Portfolio (2021–2025)
The Lunar Landing portfolio for the 2021–2025 cycle reflected a meticulously constructed, high-conviction basket of U.S. equities, selected for their structural durability, growth visibility, and alignment with broader market trends. This allocation aimed to capture both cyclical leadership and secular momentum, combining infrastructure stalwarts, financial innovators, and technology disruptors. Over the five-year period, the portfolio demonstrated a disciplined commitment to diversified growth, delivering a compounded annual return of 35.83% and growing an initial $10,000 investment to $46,229. With nearly 70% of months ending positive and a best year return of 87.33%, the portfolio’s strategic breadth allowed it to participate in market upside while maintaining a drawdown profile of just 12.63%. This balance of reward and resilience affirms the merit of a carefully selected, equally weighted core of conviction names.
