5 to 10 years worth of stocks based on returns
Here are Fundsmith and Smithson's current and former holdings (highlighted) ranked by their returns and linearity over 5 and 10 years.
ADP$Automatic Data Processing Inc(ADP)$ , Apple$Apple(AAPL)$ , Visa$Visa(V)$ , TechnologyOne$Technology One, Ltd.(THNOF)$ and Fortinet$Fortinet(FTNT)$ rise to the top.
Which are in your portfolio?
$Microsoft(MSFT)$ $Mettler-Toledo(MTD)$ $LVMH-Moet Hennessy Louis Vuitton(LVMHF)$ $Domino's Pizza(DPZ)$ $McDonald's(MCD)$ $Pepsi(PEP)$ $Novo-Nordisk A/S(NVO)$ $Choice(CHH)$ $Intuit(INTU)$ $O'Reilly(ORLY)$ $IDEXX Laboratories(IDXX)$ $Waters(WAT)$ $Stryker(SYK)$ $Church & Dwight(CHD)$ $Johnson & Johnson(JNJ)$ $McCormick(MKC)$ $Nestle S.A.(NSRGY)$ $Estee Lauder(EL)$ $Brown-Forman(BF.B)$ $Amazon.com(AMZN)$ $Nike(NKE)$ $Adobe(ADBE)$ $Coloplast AS(CLPBF)$ $DIAGEO(DGE.UK)$ $Starbucks(SBUX)$ $Procter & Gamble(PG)$ $eBay(EBAY)$ $Becton Dickinson(BDX)$ $Kimberly-Clark(KMB)$ $InterContinental Hotels Group PLC(IHG)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ $3M(MMM)$ $PayPal(PYPL)$ https://twitter.com/long_equity/status/1589573858646163456
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