I Love Our Portfolio
Today was a critical one. One hour before the markets opened, CPI numbers came out and they were very encouraging.
Today’s CPI numbers essentially confirmed what I’ve been writing about for over a month and especially since the last FOMC meeting… inflation is cooling and that means no more rate hikes.
Gold is surging over this, small-cap stocks and the market, in general, with real estate companies and any business, which is in need of a normal environment for funding and interest rates.
You already know our portfolio well – it’s available HERE and I will be updating it on January 1st, 2024.
A few highlights that I am proud of and I bet you’re excited over:
93% of active fund managers don’t beat the index.
In the past five years, the S&P 500 is up 63% and the NASDAQ 100 is up 130%.
In our portfolio, check out some of these incredible winners:
- Fair Issac (FICO), which I took profits on today, is trading at an all-time high, up 433% in the past 5 years and 73%, year-to-date, more than what the S&P 500 returned in the past five years, combined.
I will be monitoring FICO and if it trades below $850/share, I am going right back in.
- Roper Technologies (ROP), one of the top 10 businesses in the world, in my opinion, is trading at an all-time high today! In the 21st century, if you’re truly a long-term investor, you’d be up 3,000%!
93% Of Investors Generate Annual Returns, Which Barely Beat Inflation.
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This is a holding that I would keep accumulating, as long as it continuing executing.
- ServiceNow (NOW) has the best CEO in the public markets. He’s better than any CEO I’ve ever come across.
The company is up 70% in 2023 alone and 282% in the past five years. Under $540/share, I’ll accumulate more.
- CrowdStrike (CRWD) is one of the top cybersecurity companies in the world.
It’s also extremely expensive right now, because it’s up in the portfolio 100% THIS YEAR!
It’s also up 223% in the past five years… when you hold great businesses and accumulate more on dips, no hedge fund manager can top you!
I’d accumulate more under $150/share.
- Gartner (IT), my favorite research firm, is trading at an all-time high. It’s such a great business. Since the Great Financial Crisis, this stock is up 4,200%!
With everything Apple, Amazon, Facebook and Google have done, the NASDAQ 100 is up 1,200% since the GFC, so again, it proves that great companies are found, not by listening to Wall Street on CNBC.
I’m fine adding more shares under $380.
- Axon Enterprises (AXON) is a founder-led company, just like CrowdStrike and it is the absolute leading innovator in public safety equipment for law enforcement.
This company has gone from an IPO at $0.56 in 2001 to $222/share today.
I mean, this is unprecedented. Today, it is trading at an all-time high!
I’ll keep buying more under $185/share.
- Cintas (CTAS) is quietly becoming one of my best-ever holdings in my career.
It, too, is trading at an all-time high. Since going public, it is up 450X. Every $1,000 is now $450,000!
- Kinsale Capital (KNSL), my favorite insurer, is just a wonderful company. It is so good that in the last earnings call, the CEO actually told shareholders not to expect this to go on forever… that’s how well this business is operating.
The stock is up 505% in the past five years and 1,946% since 2016!
We’re only just getting started! This is the best newsletter in the world. BAR NONE.
Best Regards,
Lior Gantz
President, WealthResearchGroup.com
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