Riding the Momentum: A 418% Surge from Resilience and Innovation (Jan 2021 – Oct 2025)

The Lunar Landing Portfolio remains steadfast in its mission: to harness a high-conviction collection of U.S. equities that capture long-term secular growth while navigating short-term volatility with composure. Composed of 15 evenly weighted stocks spanning sectors like technology, healthcare, industrials, and financials, this portfolio continues to be guided by a disciplined blend of quantitative momentum, volatility-filtered strength, and macro-aligned selection. Over the period from January 2021 through October 2025, the portfolio delivered an extraordinary 418% cumulative return, compounding at an annualized rate of 40.56%. With a maximum drawdown of just -11.16% and a Sharpe ratio of 1.84, it demonstrated not only powerful upside capture but an ability to sidestep excessive turbulence—a testament to both its structure and selection process.

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🧭 Portfolio Overview