Growth Concentrator

Concentrated growth — maximum long-term wealth

● Live

Win Rate Target

94% of years beat the S&P 500 (backtest)

R:R Ratio

21.3% CAGR · +9.8% vs S&P · Sharpe 2.38

Hold Period

Weeks to months (monthly rebalance)

Trades / Day

Monthly rebalance

Summary

Concentrates capital in the strongest secular growth leaders and lets winners run. Highest historical compounding of the five — backtested 21.3% CAGR vs ~11.5% for the S&P 500, turning £1 into ~£34 over 18 years.

Why it works

Backtest: 21.3% CAGR, Sharpe 2.38, max drawdown −22.3%. Beat the S&P 500 in 94% of rolling 12-month windows. Edge comes from ruthless concentration in relative-strength leaders and disciplined trimming of laggards.

Rules

01 Universe: large-cap secular growth leaders ranked by relative strength
02 Concentrated book — capital follows the strongest trends
03 Monthly rebalance; trims positions losing relative strength
04 Regime overlay reduces exposure in confirmed bear markets
05 No leverage; long-only US equities + ETFs

Best For

Investors prioritising maximum long-term wealth and tolerant of bigger swings.

Asset Classes

US equities, ETFs

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