A private investment club, now forming

We pool. We compound. We feast.

Ten friends, ten thousand dollars each, one hundred thousand put to work across a focused book of equities, with 30% held back as dry powder. The upside is the point, and the gains, the spoils, fund the trips, the dinners, and a standing monthly meating over steak. The fund is not live yet. This is the pitch.

View the book Request an invite

Founding pool, target: $100,000; 10 founders, equal seats
Minimum per founder: $10,000; 10% of the pool
Backtest returnhypothetical: +22.28%; October 12, 2025 to June 12, 2026

How it works

Ten friends, one pool, a focused book, and a standing reason to get together.

Contribute

Ten founders put in $10,000 each. That is the $100,000 pool, split into ten equal seats, with no one carrying more than a tenth.

Allocate

We invest with intent across a focused book of seven names: a core index, AI infrastructure and power, a contrarian value name, and one flier. About 38% stays in SGOV as a deployable war chest.

Compound

We let the book work and meet monthly to review the positions and vote on deploying the dry-powder reserve into the next trade. The upside is the whole reason we are here.

Feast

We skim the gains, the spoils, to fund the monthly meating and the occasional trip. Capital compounds, the boys eat.

The Book

Seven names by weight, with 38% in SGOV as dry powder. Start and end are fixed closes for the October 12, 2025 to June 12, 2026 backtest window. Greens are gains, reds are losses.

Four of these seven positions, NBIS, UNH, AMZN, and QQQ, have been in my own portfolio since May 2025. This is not a list I assembled to pitch you. It is where my money has actually been sitting for over a year. I hold all seven today, with real capital.

Mike Irving, Founding Partner

Holdings with sector, allocation weight, fixed start price, fixed end price, and return over the October 12, 2025 to June 12, 2026 window.
Holding	Weight	StartOctober 12, 2025	EndJune 12, 2026	Return
QQQ Invesco QQQ Trust Core Index	22%	$589.50	$717.12	+21.65%
NBIS Nebius Group AI Infrastructure	10%	$129.58	$222.24	+71.51%
AMZN Amazon Core Mega Cap	10%	$216.37	$241.51	+11.62%
ALAB Astera Labs AI Infrastructure	7%	$206.21	$367.47	+78.20%
KEEL✦ Flier Keel Infrastructure The Flier	5%	$4.20	$5.52	+31.43%
UNH UnitedHealth Group Contrarian Value	8%	$354.50	$405.55	+14.40%
SGOVDry powder Cash Sleeve Dry Powder	38%	$100.51	$100.49	+2.66%

The October 12, 2025 start uses the close on the nearest trading day on or before it (Friday, Oct 10, 2025). Both endpoints are fixed; this table does not update live.

SGOV, the cash reserve, is modeled at a 4% annualized short-term Treasury yield, accrued over the window, since its return comes from distributions rather than its near-flat price.

Allocation

By target weight.

QQQ22%
NBIS10%
AMZN10%
ALAB7%
KEELflier5%
UNH8%
SGOVreserve38%

Hypothetical backtest

What this would have done, October 12, 2025 to June 12, 2026

Hypothetical backtest. These 8 holdings were chosen in 2026 and applied retroactively to October 1, 2025. This is not a real track record. Boys Day Capital has not invested yet.

Start value, October 12, 2025

$100,000

End value, June 12, 2026

$122,285

Hypothetical return

+22.28%

+22,285 dollars

$100,000 allocated by weight across the 7 holdings, valued at each month-end close. Fixed window: October 12, 2025 to June 12, 2026. The path is the real monthly series, not a straight line. The SGOV cash reserve is modeled at a 4% annualized Treasury yield, since its return comes from distributions, not price.

This backtest assumes the full book was bought on October 12, 2025 and held unchanged. The club will not work that way. At the first annual meating, the founders decide together which positions to open and when to deploy capital, and roughly 38 percent is held in reserve precisely so we are not forced to buy everything at one moment. Actual entry points, and the actual path, will differ from this static buy-and-hold illustration.

Hypothetical and past performance do not indicate future results. Nothing here is investment advice.

Seat 10, available

$10,000, 10% of pool, one vote

Claim this seat

Seats are equal: $10,000 each, 10% of the pool, one vote per seat. A founder may optionally claim a second seat if one remains open.

Only 10 founding seats

9 seats remain right now. When the founding circle is full, the waitlist is how you get next in line for a possible later tier.

Join the waitlist

The monthly ritual

The Meating

Once a month, the founders gather for a full two to three hour prime steak dinner at a Los Angeles steakhouse. Yes, spelled that way. Over the length of a proper meal we review the book, argue the thesis, and vote on whether to put the dry-powder reserve to work in the next trade. It is the standing reason this club exists: the capital is the excuse, the table is the point.

The club opens with a founding meating: the inaugural session where the founders set the initial book and decide together where capital is first deployed. After that, the meating is a monthly ritual.

Cadence: Monthly
Length: 2 to 3 hours
Venue: LA steakhouse

2 to 3 hrs

Eighteen courses to close the year and toast the compounding. A goal worth printing for.

Bring a friend into the book.

The club grows by introduction. Share the link, or ask to join and we will talk.

Request to join

The founding circle is limited to ten seats. Join the waitlist

https://boysdaycapital.com