A 2-3 year double needs ~26% CAGR. In the BossInvestor 2015-2024 sample, stocks that delivered this were not cheap value plays — 81% traded above sector median P/E at entry but carried ROCE above 18% and OCF growth above 20% YoY for three consecutive years.
Why each fundamental factor matters:
| Factor | Why It Matters |
|---|---|
| Earnings growth (20%+) | Drives valuation expansion over time |
| ROCE / ROE | Measures how efficiently capital is deployed |
| Free cash flow | Supports reinvestment and scalability |
| Low debt | Reduces downside risk in volatile markets |
| Margin expansion | Signals pricing power and operating leverage |
The Quant Momentum Portfolio targets businesses meeting these criteria — and holds them for as long as the earnings and momentum trend stays valid. Rebalanced monthly, but positions are only removed when the underlying data breaks down, not on a fixed calendar.
