Compounders Portfolio
Updated 2026-06-10 closeClick a company to see why it is in the portfolio, the risks, and what could change our view.
The three price ranges come from our own study of how Japanese share prices behaved from 2021 to 2025. They are statistical reference levels, not a solicitation to buy or sell — how the allocation works →
| Name | Weight1 | Accumulation Range2 | Trim Range3 | Trend Break Range4 | |
|---|---|---|---|---|---|
| 1 | 4071 Plus Alpha Consulting | 7.83% | ¥2,090 – ¥2,386 | ¥2,657 – ¥2,883 | ¥1,366 – ¥1,745 |
| 2 | 4194 Visional | 7.67% | ¥7,009 – ¥7,544 | ¥8,450 – ¥12,311 | ¥5,634 – ¥7,303 |
| 3 | 4776 Cybozu | 7.16% | ¥2,093 – ¥2,338 | ¥2,562 – ¥4,045 | ¥1,697 – ¥2,284 |
| 4 | 2477 Temairazu | 6.85% | ¥1,948 – ¥2,134 | ¥3,244 – ¥3,702 | ¥2,282 – ¥2,637 |
| 5 | 7378 ASIRO | 6.80% | ¥1,311 – ¥1,465 | ¥2,298 – ¥2,311 | ¥1,100 – ¥1,403 |
| 6 | 2353 Nippon Parking Development | 6.65% | ¥230 – ¥239 | ¥298 – ¥307 | ¥200 – ¥227 |
| 7 | 5843 Nippon Insure | 6.49% | ¥1,893 – ¥2,129 | ¥2,677 – ¥3,359 | ¥999 – ¥1,589 |
| 8 | 6947 Zuken | 6.31% | ¥4,368 – ¥4,585 | ¥4,805 – ¥5,566 | ¥4,031 – ¥4,415 |
| 9 | 6037 Rakumachi | 5.15% | ¥828 – ¥909 | ¥1,067 – ¥1,337 | ¥593 – ¥779 |
| 10 | 4377 ONE CAREER | 4.79% | ¥1,698 – ¥1,837 | ¥2,321 – ¥2,910 | ¥1,265 – ¥1,676 |
| 11 | 5570 Jenoba | 4.66% | ¥598 – ¥637 | ¥717 – ¥805 | ¥576 – ¥633 |
| 12 | 4058 Toyokumo | 4.64% | ¥1,820 – ¥1,970 | ¥2,271 – ¥3,546 | ¥1,422 – ¥1,953 |
| 13 | 4475 HENNGE | 4.43% | ¥977 – ¥1,070 | ¥1,165 – ¥1,914 | ¥793 – ¥1,073 |
| 14 | 6532 BayCurrent | 4.34% | ¥4,803 – ¥5,391 | ¥6,124 – ¥9,105 | ¥3,910 – ¥5,209 |
| 15 | 3984 User Local | 4.17% | ¥1,579 – ¥1,701 | ¥1,920 – ¥2,171 | ¥1,462 – ¥1,639 |
| 16 | 4493 Cyber Security Cloud | 4.06% | ¥1,447 – ¥1,620 | ¥1,843 – ¥2,037 | ¥1,561 – ¥1,680 |
| 17 | 2301 Gakujo | 4.02% | ¥1,496 – ¥1,543 | ¥1,918 – ¥2,174 | ¥1,390 – ¥1,586 |
| 18 | 4168 Yappli | 3.98% | ¥701 – ¥725 | ¥808 – ¥1,047 | ¥606 – ¥716 |
1 Weight. Three numbers multiply into each weight. First, the company's Four Key Squares score: control more squares, get up to 1.5 times the base amount. Second, a valuation rank inside this group: the cheaper a company is against the profit its capital earns, the higher the factor, from 0.85 to 1.15. Third, a tape factor from 0.8 to 1.2: band positions that historically led to better 12-month results get more. The results are then scaled so the whole portfolio adds up to 100%.
2 Accumulation Range. The dip zone: one to three standard deviations below the stock's own 20-day average price. Our study found dips were worth buying only while the longer monthly trend stayed healthy — such dips rose 61% of the time over the following 12 months. The zone moves with the price every day. It is a reference for buying gradually, not a prediction that the price will get there.
3 Trim Range. From the weekly upper band to the monthly upper band. A stock trading above several of its own bands at once has run hot: in our study, such stocks rose only 53% of the time over the following 12 months — no better odds than a broken stock. So the model reduces here. This is not a price target. A trimmed name can be bought back lower.
4 Trend Break Range. Below this zone, the monthly trend is broken. Broken trends were the worst place in our study: a 53% win rate and almost no median gain for a year. The rule is patience — no new buying below the floor, and a long stay below it makes us re-test the whole thesis. This is what keeps a cheap stock from quietly becoming a value trap.
5 Updates. Prices restate the ranges and weights every trading day. Company news restates the boards: a buyback, a dividend change, or a new large shareholder re-scores that company the day it is announced. Earnings re-test everything. Newly profiled names compete for a place: every board is scored the same way, and the portfolio holds at most the twenty highest-scoring names. Names whose valuation leaves the screen go out regardless of score.