Cashflow Compounders
Boring businesses, beautiful compounding.
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. New Common Stock | 25.0% |
| V | Visa Inc. | 20.0% |
| MA | Mastercard Incorporated Common Stock | 20.0% |
| COST | Costco Wholesale Corporation - Common Stock | 18.0% |
| UNH | UnitedHealth Group Incorporated Common Stock (DE) | 17.0% |
A basket of capital-light compounders that convert revenue into owner earnings year after year.
Quality screen on ROIC and FCF margins; reviewed quarterly.
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.
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.