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Capex Light Compounders Index
By Bayo OkaforMade 18 Apr 202610 companies
Key numbers
For the time range selected above.
- vs the S&P 500
- Average per year
- Biggest drop
- Ups and downs
About this portfolio
An index of businesses that convert revenue to free cash flow without heavy reinvestment. Exchanges, ratings agencies, payment networks and index providers. Deliberately the opposite of the current infrastructure spending trade.
- How much of each
- Same amount in each company
- Most in one company
- 12%
- Refreshed
- Once a year · next 18 Apr 2027
What’s inside
10 companies across 2 industries. The biggest is Visa at 10.0%. No company can be more than 12%.
More detail
Everything else we know about this portfolio. Open any section to dig in.Pro view: every section is open. Switch to Simple at the top of the page to tidy them away.
Discussion
Results before a portfolio’s creation date are simulated from real historical prices and don’t include fees, taxes or trading costs. How we calculate performance. Nothing here is investment advice.
