Building family capital.

I am an electrical engineer who enjoys the study of investments. I look up to investors like Warren Buffett, Charlie Munger, Henry Singleton, and Mark Leonard. I also follow:

Andreas Halvorsen (Viking Global Investors)
Bill Ackman (Pershing Square Holdings)
Christopher Bloomstran (Semper Augustus Investments Group)
Chris Hohn (TCI Fund Management)
Dev Kantesaria (Valley Forge Capital Management)
François Rochon (Giverny Capital Asset Management)
Guy Spier (Aquamarine Zurich AG)
Ho Nam (Altos Ventures)
Li Lu (Himalaya Capital)
Nick Sleep (Nomad Investment Partnership)
Prem Watsa (Fairfax Financial Holdings)
Stanley Druckenmiller (Duquesne Family Office)

My goal is to outperform the S&P 500 by 1-5% annually. I aim to do this by paying a fair price for shares of companies with strong pricing power, healthy free cash flow margins, and time-invariant products or services.

Performance of the portfolio is as follows:

Date	K. P	VFV	Relative
Q3 2024	5.22%	4.56%	+0.66%
Q4 2024	7.95%	8.81%	-0.86%
Q1 2025	0.98%	-4.24%	+5.22%
Overall	14.70%	8.95%	+5.75%