Revenue Inflection

Buys shares at the start of a growth story rather than in the middle of it: the most recent two or more quarters each sit 30 to 70 percent above their year-ago quarter, and the four quarters before that each grew by less than 15 percent. The 70 percent ceiling is deliberate — a company growing at triple digits is no longer at the start. Those four quiet quarters have to be on the record in the annual and quarterly reports; without that history, no purchase is made. Since August 2026 a further condition applies, one that is not about growth itself but about how it gets paid for: shares whose share count has grown by more than 10 percent over the trailing twelve months never make the buy list. Because this portfolio holds every position for twelve months, the screen only ever shrinks the buy list; a share already held is not sold early because of it. A missing share count does not disqualify a company — that is how we measured it too. Only shares our own deep-dive analysis rates green are bought — yellow or no analysis at all is not enough. New positions are added once a month and held for twelve months — exactly how the back-test over 2013 to 2026 calculated it. If the list holds no green-rated share, the portfolio stays in cash.

This portfolio buys shares.