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Dear Friend 👋
I hope you are doing well.
Times in the market are very interesting.
Quality is now trading at its cheapest valuation since 1999 (relatively seen):
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And you know when it’s the best time to buy quality stocks? When the blood is running through the streets.
I see some amazing opportunities in the market today.
Every month, we compare the Portfolio Fundamentals with the S&P 500.
Here’s what things look like today:
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There are two important observations:
We own fundamentally way better companies than the market
They are trading at a discount compared to the market (Forward P/E: 17.1x versus 22.0x for the index).
You can use a very easy rule of thumb to calculate your expected yearly return as an investor:
Expected return = EPS Growth + Earnings Yield
Wherein Earnings Yield = 100/ Forward P/E
Expected return = 7.6% + (100/17.1x) = 7.6% + 5.8% = 13.4%
The expected return for Our Portfolio currently equals 13.4%.
I truly think the timing for the companies in Our Portfolio look great.
As you might know, we share the Portfolio with full transparency. You can follow it 24/7.
I invest ALL my investable money in these stocks.
That way, our incentives are aligned. I truly believe in the companies I own.
For every company, you get the following information:
Conviction (quality)
Rating (valuation)
Over/Undervaluation
Quality Score
This allows you to see which companies are interesting to buy right now.
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The average company in Our Portfolio is undervalued by almost 70% (!) according to our calculations.
As I believe now is the time to act, I decided to do something special for you this week.
I just credited $800 to your account.
Here’s how it works:
1. 🚀 You get a free upgrade to Founding Partner
The price for the Founding Subscription of Compounding Quality? $1,200/year.
But today, I’ll upgrade you for free to the Founding Tier.
This means you pay $499 instead of $1.200.
2. 💰 An extra discount of $100
On top of that, I’m giving you an extra discount of $100.
This means you can join for just $399/year instead of $1,200/year.
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3. ✅ 100% risk-free
We built Compounding Quality to help investors focus on what really works.
I believe so much in what we do, that I am giving you the ability to test it out risk-free.
If you take the annual subscription today and you’re not happy with what you get, just send an email within 90 days to liesbeth@compoundingquality.net and you’ll be fully refunded. No questions asked.
The worst that can happen? You become a smarter investor for 90 days and pay nothing in the end.
If you don’t invest in yourself when it’s risk-free, you never will.