Portfolio Update: August 2025
The Portfolio, built around high-quality stocks, has compounded at 18.8% annually so far, though a more realistic long-term return of ~12% per year is expected. Recent results show strong free cash flow growth ($66K per year), notable wins from companies like Medpace, Kinsale, and Topicus, and attractive upside in names such as Novo Nordisk and Evolution AB.Stocks