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![TacticzH Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1488239011378388997.png) TacticzHazel - Value Investing [@TacticzH](/creator/twitter/TacticzH) on x 13.4K followers
Created: 2025-06-04 21:00:01 UTC

If I had 100k to spend on a high-quality compounder portfolio, it would look like this:

$XXXXXX |  $V - Visa
$XXXXXX | $SPGI - S&P Global
$XXXXXX | $ASML - ASML
$15.000| $MSFT - Microsoft
$10:000| $CSU - Constellation Software
$10.000| $GOOGL - Alphabet
$10.000| $KKR - KKR & Co

Agree?

![](https://pbs.twimg.com/media/GsoBQS7XkAAF2G_.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1930368971506700732/c:line.svg)

**Related Topics**
[googl](/topic/googl)
[msft](/topic/msft)
[constellation](/topic/constellation)
[$csuto](/topic/$csuto)
[$csu](/topic/$csu)
[$msft](/topic/$msft)
[asml](/topic/asml)
[$asml](/topic/$asml)

[Post Link](https://x.com/TacticzH/status/1930368971506700732)