Here's how the companies in my portfolio compare to the S&P 500 over the last 12 years
Here's how the companies in my portfolio compare to the $S&P 500(.SPX)$ over the last 12 years
Top holdings:
$Cadence Design(CDNS)$ - 11 yrs of outperformance
$NVIDIA(NVDA)$ - 10 yrs
$Fair Isaac(FICO)$ - 10 yrs
$Arista Networks(ANET)$ - 9 yrs
$KLA-Tencor(KLAC)$ - 8 yrs
No one company outperformed in every year.
NVIDIA has the highest growth, but also the highest volatility.
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