UPDATED PORTFOLIO LIST

 

5 Year Return

 5 Year Return: Mar 18, 2018 to Mar 18, 2023 (Currently valued more than 100B+ Companies)

1. AAPL 242%
2. MSFT 189%
3. NVDA 315%
4. TSLA 716%
5. UNH 107%
6. LLY 312%
7. AVGO 141%
8. ASML 200%
9. NVO 175%
10. COST 158%
11. DHR 134%
12. TMUS 117%
13. LIN 104%
14. AMD 729%
15. LOW 126%
16. PDD 250%
17. INTU 133%
18. DE 129%
19. ELV 100%
20. BX 148%
21. AMAT 98%
22. CP 114%

My observation for above data...

• Absence of FANG - Facebook Amazon Netflix Google.
• Other famous names such as Sales Force or Disney also not in. None of the Banks in it. Starbucks or American Express not in it either.
• Lot of chip companies in it - 6 out of 22.
• Sectors matter but not really. Even defensive names such as Railways can generate amazing return. Canadian Pacific Railway.
• None of the oil names in it but Linde which is chemical company in it - primary business of Gas.
• It’s not always the best in breed gets better result. Home Depot is better but Lows has generated better return in last 5 years because it was undervalued. Similarly BABA, JD not in it but PDD in it.