The Constellation Holds
A Portfolio Built Like a Sky Map
The Lunar Landing Portfolio is a high-conviction basket of 14 U.S. equities, each selected for its alignment with durable secular growth themes, strong fundamental profiles, and disciplined technical strength. Spanning January 2017 through March 2026, the portfolio demonstrated sustained outperformance across nine complete market cycles — including a global pandemic, two significant rate tightening episodes, and the most concentrated technology bull market in modern history. A $10,000 initial investment grew to $95,712 over this period, delivering a cumulative return of 857% and a compound annual growth rate of 27.66%. Against a backdrop of 18.12% annualized volatility, the portfolio maintained a Sharpe Ratio of 1.32 and a Sortino Ratio of 2.36, with 72% of months posting positive returns — producing aggressive compounding with structural resilience across market regimes.
The holdings in this portfolio are not a fixed legacy selection but the product of a dynamic, ongoing investment process. Each name reflects current screening criteria centered on secular momentum, macro alignment, and risk-adjusted return potential. The strategy employs equal weighting and disciplined annual rebalancing, which systematically reduces exposure to extended positions and redeploys capital to names with higher relative opportunity. As underperformers are removed and high-conviction names confirmed through performance reviews, the portfolio evolves into a concentrated set of equities designed to compound persistently — not just relative to the S&P 500, but in absolute terms across full market cycles.
🧭 Portfolio Overview
