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Owner Earnings 15% IRR Portfolio, SBC Adjusted, Growth Capped at Trimmed 4 Year Average
OfficialBy FredMade 22 Oct 202637 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
give me a portfolio of companies that have an irr on cashflow higher than 15%, the fcf needs to be share based compensation adjusted, as well as owner earnings view. make sure that all maintenance capex and growth capex is included which supports the growth number you use for the future fcfs. g cannot be higher than 4 year avg excl. peaks and troghs more than 2 standard deviations away from mean
- How much of each
- Hand-picked amounts
- Most in one company
- 9%
- Refreshed
- Once a year, next 22 Oct 2027
What’s inside
37 companies across 8 industries. The biggest is Alphabet Inc. at 5.7%. No company can be more than 9%.
Percentages are target weights at the last rebalance.
Weighting: fixedLimit per company: 9%Rebalance: annual
Company pages
Each company’s price history, and the other portfolios that hold it.
- Alphabet Inc.
- Meta Platforms, Inc.
- Microsoft Corporation
- NVIDIA Corporation
- Visa Inc.
- Apple Inc.
- Mastercard Incorporated
- Broadcom Inc.
- Netflix, Inc.
- Cisco Systems, Inc.
- ASML Holding NV
- Texas Instruments Incorporated
- Applied Materials, Inc.
- Lam Research Corporation
- SAP SE
- Novartis AG
- AstraZeneca PLC
- L'Oreal S.A.
- Siemens AG
- ABB Ltd.
- Schneider Electric SE
- Safran SA
- Linde plc
- Sony Group Corporation
- Hitachi, Ltd.
- Recruit Holdings Co., Ltd.
- Tokyo Electron Ltd.
- British American Tobacco p.l.c.
- Deutsche Telekom AG
- Air Liquide SA
- Advantest Corp.
- Rio Tinto plc
- Shell Plc
- ExxonMobil Holdings Corporation
- Chevron Corporation
- Costco Wholesale Corporation
- GE Aerospace
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.
Risk-adjusted returns for each company, what drove the results, and how the AI built this portfolio are in Pro view.
The Sharpe ratio for each company, a suggested re-weighting and what drove the returns come with the Pro plan.
See ProAbout Owner Earnings 15% IRR Portfolio, SBC Adjusted, Growth Capped at Trimmed 4 Year Average
What stocks are in Owner Earnings 15% IRR Portfolio, SBC Adjusted, Growth Capped at Trimmed 4 Year Average?
It holds 37 companies. The largest are Alphabet Inc. (GOOG), Meta Platforms, Inc. (META), Microsoft Corporation (MSFT), NVIDIA Corporation (NVDA) and Visa Inc. (V), followed by AAPL, MA, AVGO, NFLX and CSCO. Most of the money is in technology, communication services and industrials.
How has Owner Earnings 15% IRR Portfolio, SBC Adjusted, Growth Capped at Trimmed 4 Year Average performed?
+26.5% over the past year against +14.2% for the S&P 500, +274.7% over five years in the backtest. Results before the creation date are simulated from real past prices and leave out fees and taxes. Past performance is not a guide to the future.
How is Owner Earnings 15% IRR Portfolio, SBC Adjusted, Growth Capped at Trimmed 4 Year Average weighted?
Each company's share was set individually from the data. No company can be more than 9% of the portfolio. The biggest holding is Alphabet Inc. (GOOG) at 5.7%.
Can I invest in Owner Earnings 15% IRR Portfolio, SBC Adjusted, Growth Capped at Trimmed 4 Year Average?
It is not a fund you can buy. It is a list of shares you can buy yourself at your broker, and Arithmos shows you how for more than 40 brokers, or creates it as a Trading 212 pie. Arithmos is a research tool, not investment advice.
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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.
