Quality

Quality Compounders

by IverPoint Research

Focus on financially strong companies with durable economics, profitability, balance-sheet quality and compounding characteristics.

Risk level: Moderate to high risk
Investment horizon: 7+ years

Current published version · 1 · Published Sep 15, 2026

Strategy performance

Performance unavailable — no authoritative track record is available.

Understand the strategy

How it is designed

Focus on financially strong companies with durable economics, profitability, balance-sheet quality and compounding characteristics.

Methodology and governance

MVP Paper Seed V1 — human-approved initial composition; not yet Research-Engine validated.

Target allocation

Direct instrument targets in the current published version. These are targets, not your portfolio holdings.

Target weight: 12.5%
Asset type: Equity
Microsoft Corporation
Last persisted quote: $507.12 USD · Stale quote
Daily move: Unavailable
Last updated:
11/02/2026 16:00:01 EST (America/New_York)Effective price time; not the time this page was viewed.
Observed:
11/02/2026 16:11:57 EST (America/New_York)
Target weight: 12.5%
Asset type: Equity
Alphabet Inc.
Last persisted quote: $278.99 USD · Stale quote
Daily move: Unavailable
Last updated:
11/02/2026 16:00:02 EST (America/New_York)Effective price time; not the time this page was viewed.
Observed:
11/02/2026 16:11:58 EST (America/New_York)
Target weight: 12.5%
Asset type: Equity
Visa Inc.
Last persisted quote: $425.49 USD · Stale quote
Daily move: Unavailable
Last updated:
11/02/2026 15:59:57 EST (America/New_York)Effective price time; not the time this page was viewed.
Observed:
11/02/2026 16:12:00 EST (America/New_York)
Target weight: 12.5%
Asset type: Equity
Costco Wholesale Corporation
Last persisted quote: $1040.55 USD · Stale quote
Daily move: Unavailable
Last updated:
11/02/2026 16:00:01 EST (America/New_York)Effective price time; not the time this page was viewed.
Observed:
11/02/2026 16:12:01 EST (America/New_York)
Target weight: 12.5%
Asset type: Equity
Linde plc
Last persisted quote: $519.72 USD · Stale quote
Daily move: Unavailable
Last updated:
11/02/2026 16:00:01 EST (America/New_York)Effective price time; not the time this page was viewed.
Observed:
11/02/2026 16:12:03 EST (America/New_York)
Target weight: 12.5%
Asset type: Equity
Automatic Data Processing, Inc.
Last persisted quote: $298.78 USD · Stale quote
Daily move: Unavailable
Last updated:
11/02/2026 16:00:02 EST (America/New_York)Effective price time; not the time this page was viewed.
Observed:
11/02/2026 16:12:04 EST (America/New_York)
Target weight: 12.5%
Asset type: Equity
S&P Global Inc.
Last persisted quote: $474.96 USD · Stale quote
Daily move: Unavailable
Last updated:
11/02/2026 15:59:58 EST (America/New_York)Effective price time; not the time this page was viewed.
Observed:
11/02/2026 16:12:05 EST (America/New_York)
Target weight: 12.5%
Asset type: Equity
Roper Technologies, Inc.
Last persisted quote: $479.54 USD · Stale quote
Daily move: Unavailable
Last updated:
11/02/2026 16:00:00 EST (America/New_York)Effective price time; not the time this page was viewed.
Observed:
11/02/2026 16:12:06 EST (America/New_York)

Invested target: 100%

What is available today

Performance is analytical Strategy history for the selected Version and state. It does not represent your Portfolio return.

Benchmark: unavailable.

Rebalance policy: unavailable; no active rule.