We put a multimillionaire’s portfolio into Claude (the results shocked us)

A retail investor beat the S&P 500 11 of 12 years averaging just 2.9 trades annually, illustrating patience over activity.

• 2.9 decisions a year: A Hampton member turned public investor averaged 21.8% annual returns over ~12 years (vs 13.5% S&P 500), beating the market 11 of 12 years while making only 2.9 trades annually, zero in three separate years.
• $10M to $60M: Shaan Puri estimates the investor's buy-and-hold approach on ~15 stocks (including a major airline-type travel stock and a Lululemon-like apparel stock) turned $10M into roughly $60M.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.