Mientras lo pensamos aquí dejo una entrevista a D. Terry
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"You also realise that there are people who are intelligent, well-educated and hardworking and they still fail. Luck plays a part as well, and people in my position should never forget that.”
Estoy de acuerdo con este señor. El trabajo duro es importante… pero no hay que subestimar la importancia de la flor en el culo.
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Lo suscribo.
El azar y la necesidad, en biología y en economía. El azar y la suerte… trabajada
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Uno de los libros clasicos de la biologia, imprescindible.
Enfocado a la biologia pero aplicable absolutamente a todo. Una joya
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…
tú y yo
you and me
toi et moi
tea for two en la inmensidad del silencio
en el mar intemporal
en el horizonte de la historia
porque ácido ribonucleico somos
pero ácido ribonucleico enamorado siempre
de Monsieur Monod no sabe cantar
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Venga vamos a apostar que esta vez es gratis.
Compras: Kering, T Rowe
Venta: Kone
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Yo voto Adobe y Hermes, por decir algo.
No me cuadra mucho que un gestor con cierto ego invierta en una gestora de activos.
Venta podría ser Kone o Coloplast? 
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cambio T Rowe por Smithson entonces 
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La venta parece dice que es la misma que una de las compras misteriosas, que la empezaron a comprar y por temas de liquidez la vendieron, de Kone dice que estan “sticking with them”, asi que parece que el efecto real es una posicion nueva
Nuevas empresas en el universo Fundsmith (ultimos 24 meses): OTIS, ADBE, PAYX, VEEV (creo), ISRG,
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Yo creo que la nueva posición será también de EEUU. Quizá Adobe.
Mi voto también es para Adobe
Cartera Fundsmith Equity Fund (30-Sep-2021):
| Security Name | Weighting | Fwd P/E | Sector | First Bought |
|---|---|---|---|---|
| Microsoft Corp | 7.81 | 33.0 | Technology | 2013-02-28 |
| PayPal Holdings Inc | 7.11 | 29.76 | Financial Services | 2015-07-31 |
| IDEXX Laboratories Inc | 5.94 | 52.63 | Healthcare | 2015-07-31 |
| Intuit Inc | 5.4 | 44.25 | Technology | 2017-05-31 |
| Meta Platforms Inc Class A | 4.91 | 20.41 | Communication Services | 2018-02-28 |
| L’Oreal SA | 4.89 | 40.32 | Consumer Defensive | 2012-04-30 |
| Novo Nordisk A/S Class B | 4.63 | 29.33 | Healthcare | 2016-10-31 |
| The Estee Lauder Companies Inc Class A | 4.53 | 40.32 | Consumer Defensive | 2016-05-31 |
| Philip Morris International Inc | 4.28 | 15.95 | Consumer Defensive | 2011-04-30 |
| Stryker Corp | 3.97 | 24.1 | Healthcare | 2011-04-30 |
| LVMH Moet Hennessy Louis Vuitton SE | 3.33 | 29.07 | Consumer Cyclical | 2020-12-31 |
| Waters Corp | 3.3 | 25.71 | Healthcare | 2015-03-31 |
| McCormick & Co Inc Registered Shs Non Vtg | 3.23 | 31.25 | Consumer Defensive | 2020-12-31 |
| PepsiCo Inc | 3.22 | 25.06 | Consumer Defensive | 2011-04-30 |
| Visa Inc Class A | 3.1 | 28.99 | Financial Services | 2015-07-31 |
| Automatic Data Processing Inc | 2.77 | 28.99 | Industrials | 2013-02-28 |
| Nike Inc Class B | 2.48 | 39.84 | Consumer Cyclical | 2020-03-31 |
| Unilever PLC | 2.43 | 17.7 | Consumer Defensive | 2011-04-30 |
| Diageo PLC | 2.38 | 27.1 | Consumer Defensive | 2014-05-31 |
| Amadeus IT Group SA A | 2.29 | 40.0 | Technology | 2013-06-30 |
| Starbucks Corp | 2.28 | 27.86 | Consumer Cyclical | 2020-03-31 |
| Johnson & Johnson | 2.28 | 16.31 | Healthcare | 2014-05-31 |
| Coloplast A/S Class B | 2.23 | 38.02 | Healthcare | 2018-01-31 |
| KONE Oyj Class B | 2.12 | 25.45 | Industrials | 2011-04-30 |
| Brown-Forman Corp Registered Shs -B- Non Vtg | 1.88 | 33.22 | Consumer Defensive | 2019-08-31 |
| Church & Dwight Co Inc | 1.53 | 30.49 | Consumer Defensive | 2020-12-31 |
| InterContinental Hotels Group PLC | 0.12 | 27.1 | Consumer Cyclical | 2018-07-31 |
Cartera Fundsmith Sustainable Equity Fund (30-Sep-2021)
| Security Name | Weighting | Fwd P/E | Sector | First Bought |
|---|---|---|---|---|
| L’Oreal SA | 5.74 | 40.32 | Consumer Defensive | 2017-11-30 |
| Intuit Inc | 5.08 | 44.25 | Technology | 2017-11-30 |
| Waters Corp | 4.88 | 25.71 | Healthcare | 2017-11-30 |
| Microsoft Corp | 4.79 | 33.0 | Technology | 2017-11-30 |
| Visa Inc Class A | 4.58 | 28.99 | Financial Services | 2017-11-30 |
| Novo Nordisk A/S Class B | 4.52 | 29.33 | Healthcare | 2017-11-30 |
| Stryker Corp | 4.48 | 24.1 | Healthcare | 2017-11-30 |
| Church & Dwight Co Inc | 4.48 | 30.49 | Consumer Defensive | 2020-12-31 |
| PayPal Holdings Inc | 4.33 | 29.76 | Financial Services | 2017-11-30 |
| Johnson & Johnson | 4.33 | 16.31 | Healthcare | 2017-11-30 |
| Coloplast A/S Class B | 4.32 | 38.02 | Healthcare | 2018-01-31 |
| The Home Depot Inc | 4.25 | 22.88 | Consumer Cyclical | 2021-08-31 |
| IDEXX Laboratories Inc | 4.21 | 52.63 | Healthcare | 2017-11-30 |
| Zoetis Inc Class A | 4.18 | 37.17 | Healthcare | 2020-12-31 |
| Unilever PLC | 4.15 | 17.7 | Consumer Defensive | 2017-11-30 |
| The Estee Lauder Companies Inc Class A | 4.08 | 40.32 | Consumer Defensive | 2018-03-31 |
| McCormick & Co Inc Registered Shs Non Vtg | 3.97 | 31.25 | Consumer Defensive | 2018-10-31 |
| Procter & Gamble Co | 3.94 | 26.88 | Consumer Defensive | 2020-12-31 |
| Automatic Data Processing Inc | 3.94 | 28.99 | Industrials | 2017-11-30 |
| Starbucks Corp | 3.64 | 27.86 | Consumer Cyclical | 2020-03-31 |
| PepsiCo Inc | 3.42 | 25.06 | Consumer Defensive | 2017-11-30 |
| Amadeus IT Group SA A | 2.55 | 40.0 | Technology | 2017-11-30 |
| KONE Oyj Class B | 2.13 | 25.45 | Industrials | 2017-11-30 |
| Colgate-Palmolive Co | 0.81 | 24.69 | Consumer Defensive | 2020-09-30 |
Cartera Smithson ($SSON)
| Security Name | Weighting | Fwd P/E | Sector | First Bought |
|---|---|---|---|---|
| Sabre Corp | 5.51 | -14.49 | Technology | 2019-02-28 |
| Rightmove PLC | 4.71 | 26.67 | Communication Services | 2021-08-31 |
| Domino’s Pizza Enterprises Ltd | 4.44 | 42.02 | Consumer Cyclical | 2021-07-31 |
| Fevertree Drinks PLC | 4.43 | 47.62 | Consumer Defensive | 2019-07-31 |
| Fortinet Inc | 4.23 | 60.24 | Technology | 2020-12-31 |
| Equifax Inc | 4.04 | 25.64 | Industrials | 2019-02-28 |
| Domino’s Pizza Group PLC | 3.71 | 18.8 | Consumer Cyclical | 2021-07-31 |
| Verisk Analytics Inc | 3.7 | 31.35 | Industrials | 2019-02-28 |
| Recordati SpA Az nom Post raggruppamento | 3.7 | 21.64 | Healthcare | 2021-07-31 |
| Ansys Inc | 3.66 | 38.17 | Technology | 2019-02-28 |
| Temenos AG | 3.56 | 27.4 | Technology | 2019-02-28 |
| Technology One Ltd | 3.54 | 38.91 | Technology | 2019-02-28 |
| VeriSign Inc | 3.29 | 33.33 | Technology | 2019-02-28 |
| Nemetschek SE | 3.21 | Technology | ||
| Halma PLC | 3.11 | 35.21 | Industrials | 2019-02-28 |
| Cognex Corp | 3.0 | 37.04 | Technology | 2019-02-28 |
| MSCI Inc | 2.97 | 43.67 | Financial Services | 2019-02-28 |
| IPG Photonics Corp | 2.93 | 23.47 | Technology | 2019-02-28 |
| Rational AG | 2.75 | 59.17 | Industrials | 2020-03-31 |
| Qualys Inc | 2.74 | 36.23 | Technology | 2020-04-30 |
| Masimo Corp | 2.72 | 46.51 | Healthcare | 2019-02-28 |
| SimCorp A/S | 2.71 | Technology | ||
| A.O. Smith Corp | 2.61 | 20.79 | Industrials | 2021-07-31 |
| Paycom Software Inc | 2.49 | 52.63 | Technology | 2019-02-28 |
| Geberit AG | 2.4 | 28.33 | Industrials | 2019-02-28 |
| Wingstop Inc | 2.14 | 79.37 | Consumer Cyclical | 2021-04-30 |
| Fisher & Paykel Healthcare Corp Ltd | 1.92 | 46.73 | Healthcare | 2019-02-28 |
| Diploma PLC | 1.92 | 29.67 | Industrials | 2019-02-28 |
| Ambu A/S Class B | 1.91 | Healthcare | ||
| Spirax-Sarco Engineering PLC | 1.87 | 36.23 | Industrials | 2021-07-31 |
| Rollins Inc | 1.87 | 35.71 | Consumer Cyclical | 2021-02-28 |
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¿De dónde las sacas, pájaro?
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Después de unas pintas Terry comparte la cartera de hace unos meses 
Debate sobre Seilern World Growth movido a hilo dedicado.
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Faltan los precios medios 
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Hola estoy interesado en entrar en los fondos Fundsmith y también Seilern , objetivo aportaciones DCA a un plazo largo , como veis estos fondos para entrar ahora , viendo sus recorridos en años anteriores lo han echo muy bien, pero ya se sabe , no quiere decir que se garantice rentabilidades futuras.
Quisiera abrirlos en Openbank, donde no hay mínimos para comprar y además ya soy cliente y me da pereza abrir cuenta en otro broker.
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