Growth Concentrator

Concentrated growth — maximum long-term wealth

● Live

Win Rate Target

Beat the S&P 500 in 64% of rolling 12-month windows (backtest)

R:R Ratio

19.1% CAGR · +7.5% vs S&P · Sharpe 1.06

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 19.1% CAGR vs 11.6% for the S&P 500, turning £1 into ~£25 over 18 years. Backtested on today's large-cap universe (survivorship-biased — treat as an upper bound); execution modelled at next-available prices with costs; not a guarantee of future results.

Why it works

Backtest: 19.1% CAGR, Sharpe 1.06, max drawdown -25.4%. Beat the S&P 500 in 64% of rolling 12-month windows. Edge comes from ruthless concentration in relative-strength leaders and disciplined trimming of laggards. Backtested on today's large-cap universe (survivorship-biased — treat as an upper bound); execution modelled at next-available prices with costs; not a guarantee of future results.

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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