Welcome back to the CompoundingAlpha tracking portfolio. We are officially over a month into our baseline $10,000 allocation, and we are starting to see some real divergence as second-quarter earnings season kicks into high gear.
The strategy for this portfolio is not to day-trade the macro environment, but to make calculated, high-conviction allocations based on our deep dives, and then let the businesses compound. Our initial launch set the baseline, and our recent addition put a portion of our cash buffer to work.
Today, we are looking at how those allocations have performed through July and previewing the critical Q2 earnings reports on deck for August.
Portfolio Performance: August Update
Since launching the portfolio at the end of June, we have seen solid momentum. The portfolio value currently sits at $10,366.21, representing a positive start with an unrealized return of +6.85% on our invested capital.
