Here are three ETFs I would appreciate seeing in the market:1. An expensive company ETF - there are already "value" ETFs that hold companies with low multiples. But a low multiple is often because the market is pricing in less growth. A high multiple ETF should therefore hold companies that the market is pricing in strong growth.2. A business non-discretionary ETF - there are already consumer discretionary funds, but you're far more likely to find higher quality recurring revenue in companies selling essential products and services to other companies.3. A semiconductor equipment ETF - this would invest in companies like AMAT, ASML, Cadence, KLA, Lam, Synopsys and Tokyo Electron. Exposure to the infrastructure as a whole, rather than any one end-market, should hedge a lot of risk.What do yo

Here's how $Lam Research(LRCX)$ turned 13% revenue growth into 34% share price growth.- Margin expansion- Cash conversion- Buybacks- Multiple expansionFour of the highest quality companies globally are manufacturers of semiconductor equipment.Here are the latest dashboards for $ASML Holding NV(ASML)$ $Applied Materials(AMAT)$ $Lam Research(LRCX)$ $KLA-Tencor(KLAC)$ .Which will produce the highest returns over the coming years?For SG users only, a tool to boost your purchasing power and trading ideas with a Cash Boost Account!Welcome to open a CBA today and enjoy access to a trad

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 und

Here's a list of global compounders that combine high cash returns on capital with diligent use of share buybacks. $Plexus(PLXS)$ $Old Dominion Freight Lines(ODFL)$ $Tractor Supply(TSCO)$ $Landstar(LSTR)$ $Visa(V)$ $RIGHTMOVE PLC(RMV.UK)$ $Cavco(CVCO)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Cognizant Technology Solutions Corp(CTSH)$

SEPTEMBER 2025 FactsheetNo new positions.The portfolio is optimised for return on capital, growth rate and pricing power.Cash Return on Capital = 38%5yr FCF/share CAGR = 29% Only 3 of the 13 positions have been held for <12 months. The aim is to reduce the number of holdings to 12 in the next 3-6 months.There were no outright sales or purchases. The top contributors to performance were $Comfort Systems USA(FIX)$ and $Fair Isaac(FICO)$ . The top detractors from performance were $MasterCard(MA)$ and $Cadence Design(CDNS)$ .ImageFor SG users only, a tool to boost your purchasing power and trading ideas with a Cash Boost Acc

What are your views on the future of $Visa(V)$ ? Here's my dashboard. I appreciate the high returns on capital, consistent growth and commitment to buybacks.ImageFor SG users only, a tool to boost your purchasing power and trading ideas with a Cash Boost Account!Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.Other helpful links:💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉🎉The Cash Boost “Daily Draws” is Now Live – Come Join the Fun!