390% Three-year Run in the Growth Portfolio

1.

Reflecting on this 390% three-year run in the Growth Portfolio -- with $ARK Innovation ETF(ARKK)$ +143%, $Invesco QQQ(QQQ)$ +120%, and $SPY +69% over the same span -- what stands out even more to me is the community we’ve built along the way.

It’s rare to find thousands of people aligned around long-term wealth in a non-toxic space & comments like the one this morning from a subs mean more than the gains themselves.

I’m so proud of what this community has become 🙃

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2.

I know there will always be comments along the lines of “it’s just been easy money these past couple years, you haven’t experienced real cycles.”

Fine. But the truth is I saw early on that we were entering not just a cycle but multiple supercycles for the first time in decades & I went overweight in the names I believed were the true disruptors -- $Palantir Technologies Inc.(PLTR)$ $Rocket Lab USA, Inc.(RKLB)$ $IONQ Inc.(IONQ)$ .

People forget that every single year in this stretch we’ve had a black swan moment that sent the VIX over 50 -- COVID-level volatility -- which means it has not been nearly as easy as the “experts” try to paint it.

Yes, we’ve had V-shaped recoveries, but those recoveries came with gut-wrenching selloffs in the middle -- the kind that shake out anyone without a long-term framework. Retail did get shaken out. Conviction held.

That’s the difference. And that’s why I think these next few years will be even more important. Because if you believed we were in supercycles then -- you can’t deny that the compounding power of staying put in the right disruptors is only just starting to show.

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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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  • AuntieAaA
    ·2025-08-31
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