Anders Isbrand
Anders Isbrand @Compound72

Performance
All

-0.15%2026
2026
53.26%2025
2025
24.03%2024
2024
37.37%2023
2023
-31.40%2022
2022
53.3%0%-53.3%
Anders Isbrand
Risk Score 3. 14.3% annualised. Those are the first two numbers I'd want if I were choosing someone to copy. A return means nothing until you know the risk behind it. Since February 2022 this portfolio has compounded at 14.3% a year. The S&P 500 did about 8.6%. Behind it: no leverage, no shorts,... Show More
Anders Isbrand
Why I Added $GOOG (Alphabet) After Earnings Alphabet reported what I believe was one of the strongest operating quarters in its history, yet the shares sold off. I calmly added roughly 2% to the position. Short-term sentiment changed. My long-term thesis didnโ€™tโ€”it strengthened. Revenue grew 24% to... Show More
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GOOG
Alphabet
335.45
5.06 (1.53%)
Anders Isbrand
Ray Dalio published a piece in the FT this week on the world order changing. For once, I donโ€™t think that phrase is just hot air. The mechanics first. Empires run in long cycles. A nation rises on sound money, education and productivity, builds the world's reserve currency, peaks โ€” then starts living... Show More
Anders Isbrand
$GRBK (Green Brick Partners Inc) is not my AI bet. That is exactly why it belongs in the portfolio. Compound72 has meaningful exposure to AI and tech through names like $GOOG (Alphabet), $AMZN (Amazon.com Inc), $MU (Micron Technology, Inc.), $ASML (ASML Holding NV) and $AVGO (Broadcom Inc). Those positions... Show More
Anders Isbrand
Iโ€™m proud to share that I have reached Elite Popular Investor status on eToro. This is a meaningful milestone for me. Not because it changes the philosophy, but because it reflects the trust many of you have placed in this long-term compounding project. I started this portfolio with a simple idea:... Show More
Anders Isbrand
Anders Isbrand
closed a $GOOG buy position
Denmark
I just closed the trade at a profit of 185.54%
Not investment advice. The author may have financial interests in the mentioned instruments.
GOOG
Alphabet
185.53%
Trade Story
Anders Isbrand
๐Ÿ“Š Claude. SpaceX. Google. Most investors know Alphabet owns Search, YouTube, Cloud and Gemini. Fewer realise that GOOG also gives indirect exposure to two of the most important private companies in the world: Anthropic / Claude: Google reportedly owns ~14%. SpaceX: Google reportedly owns 6.11%. That... Show More
Anders Isbrand
๐Ÿ›๏ธ ๐—ช๐—ต๐—ฎ๐˜ ๐˜๐—ต๐—ฒ ๐— ๐—ฒ๐—ฑ๐—ถ๐—ฐ๐—ถ ๐˜‚๐—ป๐—ฑ๐—ฒ๐—ฟ๐˜€๐˜๐—ผ๐—ผ๐—ฑ The Medici didn't get rich by guessing which ship would return. They got rich by owning the bank that financed every ship. โš“ ๐—ง๐—ต๐—ฒ ๐—™๐—น๐—ผ๐—ฟ๐—ฒ๐—ป๐˜๐—ถ๐—ป๐—ฒ ๐—ถ๐—ป๐˜€๐—ถ๐—ด๐—ต๐˜ Florence in the 1400โ€™s was a city of merchants. Some sailed to Constantinople.... Show More
Anders Isbrand
Anders Isbrand
closed a $NVDA buy position
Denmark
I just closed the trade at a profit of 7.64%
Not investment advice. The author may have financial interests in the mentioned instruments.
NVDA
NVIDIA Corporation
7.52%
Trade Story
Anders Isbrand
Anders Isbrand
closed a $NVDA buy position
Denmark
I just closed the trade at a profit of 4.27%
Not investment advice. The author may have financial interests in the mentioned instruments.
NVDA
NVIDIA Corporation
4.26%
Trade Story

About Anders Isbrand
Denmark
Strategy: Value

Doctor-investor. Elite PI. Concentrated value portfolio built for long-term compounding.
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