Kick Westra

Value investor & Longevity EnthusiastHi, I post my business validations and health protocols on X.Here you can find my track record, and details about my health protocols.I study and practice daily to become an investor and business owner focused on health.

Investing & Track Record
my positions, thesis and how i invest explainedTotal Return: +46.6% Positions: 5 Since: Nov 27, 2024

CompanyPurchase DateAverage PriceCurrent PriceReturn %Status
Johnson & JohnsonFeb 24, 2025$154$244.88+59.0%Hold
ASML HoldingNov 27, 2024โ‚ฌ720โ‚ฌ1,587+120.4%Hold
Realty IncomeMay 13, 2026$62.00$62.04+0.1%buy
Novo NordiskMay 27, 2026$43.32$47.64+10.0%buy
NextEra EnergyJun 5, 2025$61.11$87.70+43.5%hold

๐Ÿ“‹ Investment Thesis per Position

Core Thesis

J&J is about as safe as stocks get. They've raised their dividend every year for 64 years straight, and they sell healthcare products people need in good times and bad. I hold it as the boring, stable anchor of my portfolio โ€” it's not going to make me rich, but it keeps paying me more every year.

Key Risks

Their biggest drug, Stelara, is losing patent protection and cheaper copies are already eating into that revenue (it used to bring in $10B+ a year). There's also ongoing legal risk from talc lawsuits, and a recent acquisition adds debt that will squeeze profits over the next couple of years.

Core Thesis

ASML builds the machines that print the world's most advanced computer chips โ€” and they're the only company that can. If you want to make a cutting-edge chip, you need an ASML machine. As chips keep getting more advanced, ASML keeps getting paid.

Key Risks

The US could tighten export rules to China, cutting off a big customer. Chipmakers like TSMC or Samsung could also delay big orders if the economy slows down. And there's always a small chance someone finds a way around their technology.

Core Thesis

Realty Income buys buildings, rents them out to retailers, and pays most of that rent straight to shareholders as dividends. They've raised that dividend every year for 31+ years. Because they're so big, they can borrow cheaper and land better deals than smaller competitors.

Key Risks

Higher interest rates make it more expensive for them to borrow and less attractive to own compared to other options. If a big tenant like Walgreens goes bankrupt, that hits their rental income directly. They also keep issuing new shares to fund growth, which slowly dilutes existing shareholders.

Core Thesis

Novo Nordisk makes Ozempic and Wegovy, the leading drugs for weight loss and diabetes. Over a billion people worldwide deal with obesity or diabetes, and only around 5% of them are on a drug like this so far. The stock is also cheaper right now than it's been in 10 years.

Key Risks

Eli Lilly has a competing drug that's gaining ground fast, and cheaper copies from China are coming too. New US drug pricing rules will also squeeze margins starting in 2026. And almost all their growth comes from one drug family, so any setback there hits everything.

Core Thesis

NextEra is my bet on electricity demand exploding โ€” from EVs, AI data centers, and everything else going electric. It's not a cheap stock, but I think that long-term growth in power demand is worth paying a premium for.

Key Risks

They're carrying $104 billion in debt, so rising interest rates hit them hard. Right now they're earning less on their investments than what that money costs to borrow, which can't continue forever. New wind and solar projects also keep getting stuck waiting on permits, and regulators in Florida haven't been kind on pricing lately.

Prices as of July 3, 2026. Updated monthly.How I invest
I first identify a sector I don't have exposure in โ€” but want to.
Then I try to find the backbone of that sector. A great example is ASML for the AI boom.
I make a list of companies that act as a backbone in these sectors and run them through 7 filters:01 Understanding the Business
02 Earnings Consistency
03 Revenue Growth
04 Return on Invested Capital
05 Debt-to-Equity
06 Free Cash Flow
07 Track Record (5+ years public)I have a template that runs through these filters and helps me find great companies.
You can have it for free if you're interested. click on the link.

If a company passes this hard check, I do a full analysis where I look at:The full financials
Understanding the company
Ethics
Management
Macro check
True value
Moat assessment
Risks
Customers
My thesis for this company
When I would sellThis is the exact system I use for every company I own โ€” and it's now available. Get the full Stock Validation System: the 7 hard filters, portfolio rules, valuation, thesis-building with pre-defined sell rules, and quarterly tracking. Duplicate it straight into your own Notion.Not financial advice. This page documents my personal portfolio and process. Always do your own research.

My Longevity Protocol
I'm not a doctor. I'm a 21-year-old who decided to take control of his biology. Everything here is what I actually do, tracked daily, adjusted based on data.Training
I train to build a body that lasts. What I want out of my week of training:muscle for a future-proof body
balance prevents accidents
healthy heart (zone 2 and 5 training) VO2 max development
flexibility helps you keep movingWhat this looks like:Daily:
Every morning a full-body stretch for about 10 minutes, followed by a calisthenics workout for 15 min.
10,000 steps a day.Weekly:I go bouldering 2 times a week โ€” great for upper body and balance.
I go running in nature 2 times a week โ€” great for lower body and raising my heart rate.
Twice a week I do Norwegian 4x4 intervals, switched up on bike, ski-erg, running, or rowing at the gym. This is for improving VO2 max.Nutrition
Diet was probably the hardest thing to do. I tried vegetarian and carnivore.
But right now I try to simplify it.
Whole foods only โ€” organic and no more than 2 ingredients.
It's more about what you don't eat. Zero processed food. No alcohol, no seed oils, no added sugar, nothing out of plastic where I can avoid it.My target is 150 grams of protein per day, 2,800โ€“3,200 kcal.
Protein comes from eggs, Greek yoghurt, oats, grass-fed meat, lentils, and hemp seeds.
Every day I consume 1 shot of extra virgin olive oil, 3 grams of ginger, a garlic clove, and 85% cacao chocolate โ€” I basically treat them as supplements.Supplements
I buy in bulk to keep daily costs low.
Morning:
electrolytes
creatine 7.5g
collagen peptides 10g
D3+K2
zinc + selenium
algae-based omega-3
astaxanthin
lion's mane
L-theanine with my coffee.
1 hour before sleep: magnesium bisglycinate
I do not use anything without understanding the mechanism first.Sleep
Most important of all.
I wake up every day at 7. First thing in the morning I try to get real sunlight in my eyes for 10 minutes.
After 1.5 hours I drink my first coffee.
My last coffee is at 14:00.
I try to eat my last meal 4 hours before sleeping.WIND-DOWN ROUTINE
1 hour before bed I turn off screens and turn on red lights. I put on red light glasses, brush teeth, floss, and tongue scrape.
Stretch or let my thoughts wander, meditate for 20 min. Then I read my book in my clean bed.My room is dark, cooled, and I wear earplugs when sleeping.Some notes: I noticed that sauna and a minimum of 10,000 steps improves my sleep a lot.
Good food, exercise during the day, and no alcohol helps enormously.Active Biohacking
Sauna, cold exposure, and fasting.I've been doing sauna every day since March 2026.
Finnish dry sauna 20โ€“25 minutes at 80ยฐC.
I cover my hair with a towel and keep my boys cool with an icepack.
In sauna I chill for the first 15 min after that I focus on breathwork for about 10-15 min.When I get out of the sauna I wait for 10 min and then I'll take a cold shower for a minimum of 3 minutes.I also do fasting, but I burn a lot of calories and i don't want to lose any weight โ€” so if I'm hungry, I eat.
I do a 14โ€“16 hour fast at least 3-4 times a week.Toxic-Free
The body absorbs what it is exposed to daily.
I have removed the highest-exposure toxins from my environment
starting with what touches skin and lungs the most.I switched to mostly natural clothing and linnen bed sheets.
Mineral zinc oxide sunscreen daily
Non-toxic soap, shampoo, and deodorant, I hate synthetic fragrances.
A safety razor instead of plastic disposables.
Fluoride free toothpaste.
Never touch store receipts.
Wash my food and try to buy minimal exposure to pesticides.I'm saving up for:
Air quality monitoring in my bedroom
A water filter for microplastics.
full organic furniture and living space.Toxin-free living is difficult but I try to buy only toxin free and it will compound.Tracking & Biomarkers
I track daily through my Garmin watch: HRV, resting heart rate, sleep stages, and training load.I use a smart scale for body composition: daily weight, fat percentage, muscle mass, and bone mass.Blood work is in progress โ€” once results are in, supplement doses get adjusted accordingly.Next milestones:
VO2 max test.
Continuous glucose monitor to track glucose spikes and glycation in real time.
Biological age test via DNA methylation to establish a baseline.What I avoid:
For some reason, being healthy means you have to avoid a lot.
Absolute avoidance:
smoking, drinking, porn, fast food, and soda drinks.
Trying to avoid:
plastic exposure, chemical exposure, UV index 4+ exposure on the skin and doomscrolling.A bit controversial, but I also try to avoid negativity โ€” this means media, but also people who gossip a lot or bring you down with limiting beliefs.A Day in My Life:
These are non-negotiable.
Morning
Half a litre of water, podcast in the sun, workout, stretch, sauna 20โ€“25 minutes, cold exposure, breakfast with supplements.
Afternoon:
Last coffee before 14:00, training and sauna if not done in the morning.
Evening:
No food after 20:00, one hour wind-down before bed โ€” magnesium, meditation, reading, sleep by 22:30โ€“23:00.What this does to me
I wake up with energy โ€” and I don't take it for granted.
I eat with intention. I'm excited about the future.
I don't experience a lot of pain and can move freely.
My mood is very stable. Overall, very happy.
No big energy peaks or crashes.Community
Because I sleep early and don't drink alcohol, my exposure to people went down.It took me six full months to adjust and understand how to build a community around me while living this way.I shifted from going out every night to intentionally seeing friends. I now mostly see people when I call them, instead of running into them at a bar.I go swimming, running, gym or bouldering with friends on a near-daily basis. And I enjoy a board game night.What I noticed is that I made better connections with the people I see, and I don't feel like I need to prove myself or have everyone as my friend.Join my longevity list for updates and future products and services in longevity by me.

Hi, my name is Kick.
I'm 21 years old, based in the Netherlands.
Recently I started posting about my two passions: investing and longevity.
I built this website to bring it all together โ€” one place where you can see exactly who I am and what I'm building.Why longevity?I've always been drawn to sports and being active. When I came across longevity content online, it clicked immediately.
I spent a year learning, testing, and adjusting until I felt confident enough to truly identify with it. Now I live by it daily โ€”
tracking everything, optimizing continuously, and documenting what works. (see my longevity protocols)Why investing?As a kid I really liked the idea of owning stocks. I loved charts, the idea of understanding the numbers, and following the economy. At 18 I bought my first shares.
After two years of learning and talking about it, a friend asked me why I wasn't studying it. That question led me to really consider going deeper. I went on and learned more about trading and value investing.
Graham, Buffett, Lynch โ€” they inspired me the most.I found out long-term value investing is where I want to build.
I've since developed a validation system for individual companies, built on the principles from many books with my own analyses on top.Combining investing and longevity.Most people treat money and health as separate domains. I learned to see them as one system.
Longevity extends your investment horizon. The longer you live and the healthier those years are, the more time your compounding works for you.
A 70-year investment horizon is fundamentally different from a 40-year one.Longevity science is not just about living longer; it is about staying sharp, energetic, and capable of making good decisions late into life.Investing demands long-term thinking. Buying undervalued businesses and holding them requires patience, discipline, and the ability to tolerate short-term volatility. These are the same mental skills required to maintain a health protocol โ€” delayed gratification, consistency, and ignoring noise.Both require a systematic approach. My investing system is built on verifiable, repeatable criteria, just like my health protocols.The goal is a life where financial compounding and biological compounding reinforce each other: more healthy years to invest, and more capital to invest in health.Where I am nowI'm starting a Finance degree in September 2026 at the University of Applied Sciences of Amsterdam.
I post daily on X about investing and longevity โ€” to share what I find, what I buy, and what I learn, including wins and losses.
On this website you'll find my full track record, my longevity protocol, my investing template, and soon my health protocols in template form.What I'm buildingMy long-term direction is capital allocation focused on longevity and health.
I'd like to deploy capital where it can generate returns and contribute to breakthroughs that matter.
I'm also interested in building within the longevity space itself.Why follow me?You'll learn alongside someone going all in on both. I share my analyses, my portfolio, my protocol, and I learn along the way.If you're a founder, investor, or operator working in longevity, health, or finance, and something here resonates, I'd like to hear from you.

follow my journey or contact me.

Interested in the template? or do you have questions? I'll get back to you.

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