Quality Growth

Portfolio Update of April 🟢Added to: $ADBE $FICO 🟢New Buy: $NOW 🟩Top contributors: $GOOGL $AMZN $HARVIA 🟥Top detractors: $FICO $DNP $ADBE 📈April performance: 9.6% 📈2026 performance: -9.6 %

@BrunoSi6609201 @Sebastiaoferrao Some investments didn’t work out so well, basically! Thanks for the good energy!

@Sebastiaoferrao @QualityGrowth_ Yes, he now has a portfolio that I believe will outperform the market, I don't know how he didn't succeed in previous years

Portfolio Update of April 🟢Added to: $ADBE $FICO 🟢New Buy: $NOW 🟩Top contributors: $GOOGL $AMZN $HARVIA 🟥Top detractors: $FICO $DNP $ADBE 📈April performance: 9.6% 📈2026 performance: -9.6 %

@Sebastiaoferrao Fair question! I’ve made mistakes, but that’s the price of admission. I’m confident in my current portfolio, but more importantly, managing my own capital has been the best "on-the-job" training for my career in finance.

@QualityGrowth_ Why would you have your own portfolio if you consistently underperform the market?

@FRAMBA11 I do it with Google Sheets. I have my whole portfolio there and this comes out automatically

@QualityGrowth_ How did you do the sheet>

@fiscorainvest Thanks buddy! I like your stuff! I don’t honestly. Just noise

Really clean graphic, I find this format much easier to track than a standard wall of text. I’ve been digging into the $FICO antitrust headlines lately to see how they might shift the long-term thesis I’m tracking. How do you see the business being affected by this regulatory pressure?

Portfolio Update of March 🟢Added to: $DNP $FICO $HARVIA $ADBE $UBER $AMZN $BKNG 🔴Sold: $HGT 🟩Top contributors: $AMZN $NVO $EVO 🟥Top detractors: $FICO $HARVIA $GOOGL 📈March performance: -8.2% 📈2026 performance: -17.5%

@jordan_invests Just kelly partners

@QualityGrowth_ What Aussie stocks are you holding?

Portfolio Update of February 🟢Added to: $BKNG $FICO $UBER $ADBE $AMZN $TOI 🔴Trimmed: $ASML $GOOGL 🟩Top contributors: $RACE $DNP $ASML 🟥Top detractors: $NVO $AMZN $GOOGL 📈February performance: -6.6% 📈2026 performance: -10.1%

Portfolio Update of January 🟢Added to: $ADBE $CSU $UBER 🟩Top contributors: $ASML $GOOGL $NVO 🟥Top detractors: $CSU $ADBE $FICO 📈January performance: -3.8% 📈2026 performance: -3.8%

@invest091 Yes. March 10th 2025

@QualityGrowth_ Love it. Looks like you got out of $BRO?

Portfolio Update of December 🟢Added to: $UBER $CSU $TOI $ADBE 🟩Top contributors: $ADBE $HARVIA $NVO 🟥Top detractors: $GOOGL $FICO $UBER 📈December performance: 0% 📈2025 performance: 11.4%

Portfolio Update of November 🟢New buy: $BKNG 🟢Added to: $ADBE $NVO $CSU $UBER 🟩Top contributors: $GOOGL $HARVIA $FICO 🟥Top detractors: $CSU $AMZN $UBER 📈November performance: 1% 📈2025 performance: 11.4%

@FeatherFund @YouTube Time well spent?

@joecarlsonshow Have you considered sharing a small percentage of equity with your developer?

How is Qualtrim so cheap? Doesn’t that mean it’s not as premium as the services that cost more? The answer is no. It’s actually super cheap because: - I don’t have a team of affiliates that I share 50% of revenue with for every referral, I’m the only one selling it - I have no cost for customer acquisition, almost all members come from my YouTube channel, which gets about 2 million views per month, or word of mouth - I’m not VC backed and don’t have a bunch of other investors pushing me for revenue growth every quarter, I own 100% of the equity in Qualtrim - I personally worked with the developer who is coding it and have known him for 15 years - I have chosen to go the route of Costco and Netflix and try to offer extreme value to lots of customers at the cheapest price possible By the way. Every single testimonial on this page is both real, unedited, and unpaid. Some competitors of mine had to pay people to write them positive reviews. I received so many testimonials from paying customers that I could only share a tiny portion of them: qualtrim.com/testimonials

@nataninvesting @EXP_Philosopher @realroseceline Yet

@EXP_Philosopher @realroseceline Because I'm not millionaire so costs would be higher than benefits 😂

I have no idea what my long-term performance will look like, but my goal is to outperform the market by roughly 5% per year. Since early 2022, results have been better than expected, about a 25% annualized return versus 11% for the S&P 500. My strategy is to look for businesses that are mispriced by the market, with a medium to long term horizon, while keeping a flexible approach that allows me to reallocate toward better opportunities, even when I’m fully invested. We’ll see how things play out, but one thing’s for sure: I’m learning an incredible amount about hundreds of companies across different industries 🚀

@ShanuMathew93 @PythiaR The one and only

@PythiaR This is great - where is this from? Thanks for sharing!

Honestly teared up reading this. Needed to hear it for various personal reasons.

@TidefallCapital I'm amused

Easily one the most entertaining drawdowns of my career $CSU.to

@FeatherFund @fiscal_ai Agreed!

Adding #ROIIC to the platform would be such an advantage, @fiscal_ai!

@ArneUlland We're safe @ArneUlland

@QualityGrowth_ I don't even know what to say anymore. Not exactly a quiet company. Always something. Hope he will be fine though.

When owning firms like $NVO that are experiencing considerable strategic shifts, it's important to be a bit patient and let the actions being taken materialize. Often that means waiting more than six months, and the bolder the actions taken, the higher the chance of success.

@wolfofharcourt Great read. Thanks for writing about it.

$EVO Q&A with Head of IR How durable is Evolution’s moat? What’s really happening in grey markets? And how is management thinking about communication? Read the full piece 👇