We started our portfolio since May 2024.
See how our performance versus typical S&P500 as April 2026.
The gains and losses displayed are from our own personal IBKR portfolio, a fully regulated U.S. brokerage account. This is not a demo or simulated account, it reflects real, verifiable results. Disclaimer: We do not guarantee profits. It involves substantial risk and past performance is no indication of future results.
Rocketeller Portfolio vs S&P 500
A hypothetical $10,000 investment growth, indexed from portfolio inception
Since inception, a hypothetical $10,000 portfolio grew to about $24,715, delivering a total return of +147.2% versus the S&P 500’s +36.1%. With an annualized return of +58.9%, it has seriously outperformed even Warren Buffett’s long-term track record. That is serious outperformance. Our strategy focuses on high-conviction opportunities, mainly in hard assets, miners, and commodity cycles, where mispriced companies can deliver explosive upside when the macro trend turns. This is not a slow, boring index ride. It is an active, research-driven portfolio designed to capture major market moves before the crowd wakes up.
We are fully invested in equities, with a strong focus on mining companies, as our investment thesis is centered around hard assets and commodities.
We execute our investment strategy using our 4-pillar methodology, read more here. Our typical long-term holding period is 3–5 years. We exit when the cycle is over or when the company shows signs of reaching its full potential.
