Rebound Portfolio

We started the rebound portfolio so as to put “our money where our mouth is”. Here, we invest in our highest conviction ideas, and the portfolio and allocation are only available to our paid subscribers.

As of September 2026, the Rebound portfolio is beating the market (S&P 500) by ~8% since inception (Aug’2025). Below is our portfolio snapshot from RC’s Schwab account.

Our target for the RC portfolio is to achieve a ~15% CAGR over the long term. At that rate, the portfolio doubles roughly every 5 years. This is a reasonable goal to reach without taking on significant risk.

I am focused on compounding my wealth and treat the S&P 500’s return as a benchmark to beat, but I don’t expect my strategy will beat it in all conditions. Especially as the market is driven by momentum and trends in many quarters.

Please upgrade your subscription to keep updated on all the stocks and get full access to our Rebound Portfolio.