Boring Compounder

Quiet compounders in boring industries: pool supply, uniforms, fasteners, packaging

Boring Compounder 20% Club

Total Return

+36.9%

Sharpe Ratio

0.54

Max Drawdown

-20.1%

Win Rate

51.9%

Alpha

-12.1%

Comp. Score *

0.05

Risk Parameters

Max Allocation6.7%

Stop Loss30.2%

Take Profit15.0%

Max DD Tolerance20.1%

Rebalanceweekly

Execution Guidance

Order TypeLimit

Entry RuleDCA monthly regardless of price. Add more on 10%+ dips.

TimingSAFE TO BUY. *

ScalingEqual monthly contributions. Never try to time entry.

Positions — Vol-Adjusted Sizing

Symbol	Action	Vol	Stop Loss	Take Profit	Size	Links
IDXX	BUY	38%	40.0% below entry	23.6% above entry	4.2%	TV YH
WST	BUY	49%	40.0% below entry	30.9% above entry	3.2%	TV YH
CLH	BUY	28%	35.1% below entry	17.5% above entry	5.7%	TV YH

▶ For Passive Investors (Buy & Hold)

This strategy is suitable for passive investing. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: NO price-based stop loss. This strategy recovered from -32% drawdown to return 278% long-term. - Exit rule: Almost never exit. Trim at +100% per position. These compound 15-20% annually.

Avg 5Y Return

116.3%

Avg 5Y Sharpe

0.79

10Y Return

278.1%

10Y Sharpe

0.7

HODL Composite

0.74

Consistency

82%

Suitable for passive

Yes