International · Quality
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International · Quality
Quality compounders that don't trade on US exchanges. Different markets, same principles — durable economics, proven management, patient capital.
| Name |
|---|
| Sector |
|---|
| Weight |
|---|
| Cost |
|---|
| Price |
|---|
| Day |
|---|
| Since buy |
|---|
| VEA | Vanguard FTSE Developed Markets ETF | Other | 28.0% | $61.40 | $72.39 | +1.17% | +17.9% |
| ASML | ASML Holding (ADR) | Tech | 23.7% | $995.14 | $1893 | +1.56% | +90.2% |
| TSM | Taiwan Semiconductor | Tech | 21.8% | $286.53 | $441.40 | +4.12% | +54.1% |
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Quick note on something that is not in any of the memos but matters. The fund is dollar-denominated and the positions are not, and the last three weeks have been a reminder of what that means.
Sign in to read every trade rationale, memo, and discussion Priya Iyer has shared in this fund.