Arista Slips — Here’s My Portfolio Breakdown

Long_Equity
11-06

Arista Network took a bit of a beating today.

Here’s a breakdown of returns since first purchase and a breakdown of my portfolio and watchlist (favourites are underlined).

Why I prefer it to $ASML Holding NV(ASML)$ ?

Higher returns on capital and more consistent growth, with good buybacks. But not too much in it. ASML is also great.

Table listing holdings with columns for company names like $NVIDIA(NVDA)$ $Cadence Design(CDNS)$ $Fair Isaac(FICO)$, first purchase dates such as 18-Jul-22 for NVIDIA, and return percentages including 1147 percent for NVIDIA and 96 percent for Mastercard.

Second table categorizing companies under sections like Financials with $Visa(V)$ and $MasterCard(MA)$ , Indices with $MSCI Inc(MSCI)$ , Semiconductors with $Lam Research(LRCX)$ and $KLA-Tencor(KLAC)$ , Networks and Cloud Computing with $Arista Networks(ANET)$ , Cybersecurity with $Fortinet(FTNT)$ , Design with $Cadence Design(CDNS)$ and Synopsys, and Software with $Synopsys(SNPS)$ and others, with some entries underlined indicating favorites.

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