75% of my portfolio is in US-listed stocks, FICO generates the most US revenue
75% of my portfolio is in US-listed stocks, but only 41% of revenues are generated in the US.
$Fair Isaac(FICO)$ generates the most US revenue, while $ASML Holding NV(ASML)$ enerates the most non-US revenue.
You can be globally diversified just by owning US stocks. $Microsoft(MSFT)$ $ASML Holding NV(ASML)$ $Visa(V)$ $NVIDIA Corp(NVDA)$ $Fair Isaac(FICO)$ $Cadence Design(CDNS)$ $Novo-Nordisk A/S(NVO)$ $Constellation Software, Inc.(CNSWF)$ $MasterCard(MA)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $MSCI Inc(MSCI)$ $Applied Materials(AMAT)$ $Fortinet(FTNT)$
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https://twitter.com/long_equity/status/1769106378491048101
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- LEESIMON·03-19🩷GoodLikeReport
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