Cashflow Compounders

Boring businesses, beautiful compounding.

5 holdings·$9.00 / mo·0 followers·Inception 2023-06-23

Min. investment $250

-0.89%

1Y return

Returns

-0.77%

+0.02%

+3.03%

+3.66%

+2.36%

+1.47%

+1.47%/yr

-5.12%

-1.74%/yr

+5.01%

+0.98%/yr

10Y

-9.43%

-0.99%/yr

MAX

-5.96%

-0.56%/yr

Returns before the live inception date are backtested from the constituents' historical prices using the fund's versioned weights, and are clearly labeled on the chart.

Holdings

Symbol	Company	Weight
BRK.B	Berkshire Hathaway Inc.	25.0%
V	Visa Inc.	20.0%
MA	Mastercard Incorporated	20.0%
COST	Costco Wholesale	18.0%
UNH	UnitedHealth Group	17.0%

Strategy

Thesis

A basket of capital-light compounders that convert revenue into owner earnings year after year.

Methodology

Quality screen on ROIC and FCF margins; reviewed quarterly.

Manager

Ava Chen

Ex-quant PM. Megacap & quality compounders.

Ava spent a decade running systematic equity books before building portfolios on Prosperity. She focuses on durable, cash-generative businesses.

LinkedIn Website Track record

Fee

$9.00 / mo

A flat monthly subscription billed to your card.

Not investment advice. Managers are independent individuals. Past and backtested performance does not guarantee future results. Investing involves risk, including loss of principal. Read full disclosures.