Compounding Rewards Patience

Long_Equity
10-11

Here are the 13 companies in my portfolio sorted by how much they’ve gone up since I first bought them.

While the three companies bought this year have all done well, it’s worth noting that none of the companies up more than 100% have been held less for than 2 years! Compounding takes time.

$NVIDIA(NVDA)$ $Cadence Design(CDNS)$ $Fair Isaac(FICO)$ $MasterCard(MA)$ $Constellation Software, Inc.(CNSWY)$ $MSCI Inc(MSCI)$ $Visa(V)$ $Fortinet(FTNT)$ $Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$ $TECHNOLOGY ONE LTD(TNE.AU)$ $Comfort Systems USA(FIX)$ $Arista Networks(ANET)$

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