“Understanding both the power of compound interest and the difficulty of getting it is the heart and soul of understanding a lot of things” – Charlie Munger
Compound Growth & Income (CGI) Portfolio Holdings as at 31 March 2026:
| Company Name | Ticker | Weighting | Volatility | Stock Style |
| Royal Mint Physical Gold | RMAP | 12.93% | Conservative | Neutral |
| CQS Natural Resources Growth & Income | CYN | 8.44% | Balanced | Neutral |
| Wheaton Precious Metals | WPM | 7.31% | Adventurous | High Flyer |
| iShares Gold Producers | SPGP | 7.05% | Balanced | Neutral |
| Goodwin | GDWN | 6.76% | Speculative | Falling Star |
| Games Workshop | GAW | 6.67% | Balanced | High Flyer |
| JP Morgan Global Growth & Income | JGGI | 6.13% | Conservative | Neutral |
| IG Group | IGG | 5.40% | Conservative | High Flyer |
| Personal Group | PGH | 5.28% | Adventurous | Neutral |
| Invesco Global Equity Income | IGET | 5.22% | Conservative | Neutral |
| iShares Physical Gold | SGLN | 5.12% | Conservative | Neutral |
| Income Shares Gold | GLDE | 5.11% | Conservative | Neutral |
| Aberdeen Asian Income | AAIF | 4.94% | Conservative | Neutral |
| Polar Capital | POLR | 4.59% | Adventurous | Super Stock |
| Global X Superdividend | SDIP | 4.50% | Conservative | Neutral |
| JP Morgan Nasdaq 100 Covered Calls | JEQP | 4.44% | Conservative | Neutral |
| Cash | Cash | 0.12% |

