Or would you make it right, make it right?
Looking for a pedestal that I can put you on
And be on my way, on my way
Fun fact: I have 10 "watchlists", broken out by sector, which in total contain 761 stocks. These watchlists mostly consist of stocks that at some point in time made me say "wow, that is interesting", followed by me forgetting about them entirely, followed by me looking at them and saying "what is this, and why is it here?"
I also have a 11th watchlist entitled "Short List" consisting of the stocks that I actually pay attention to, and have varying degrees of intent for addition to my portfolio in the future.
I have completed the yearly effort to update the "Short List" by combing through all 11 watchlists, looking for one particular characteristic: the stock must have consistently outperformed the market, across several historical time horizons.
The following 170 stocks made the cut. They may have questionable valuation/financials, or lack upside due to shear size, or participate in a boring business, or represent additional risks going forward; but if the point of investing in individual stocks is to beat the broader market, all of these stocks have a history of doing exactly just that...which may be the most fundamental characteristic of all.
I will track these and post an update one year from now. Find out how the choices of the last four years performed: 2019, 2018, 2017, 2016.
NAME
|
SYMBOL
|
CURRENT MKT CAP
|
# YEARS ON LIST
|
Tencent Holdings Limited
|
609.651B
|
-
| |
Alibaba Group Holding Limited
|
581.568B
|
3
| |
Taiwan Semiconductor Manufacturing Company Limited
|
277.081B
|
-
| |
The Home Depot, Inc.
|
269.429B
|
4
| |
PayPal Holdings, Inc.
|
204.543B
|
3
| |
Netflix, Inc.
|
200.128B
|
4
| |
Danaher Corporation
|
125.022B
|
1
| |
American Tower Corporation (REIT)
|
114.612B
|
-
| |
Shopify Inc.
|
113.363B
|
1
| |
Pinduoduo Inc.
|
102.805B
|
-
| |
Lowe's Companies, Inc.
|
102.016B
|
1
| |
Sony Corporation
|
83.703B
|
1
| |
S&P Global Inc.
|
79.372B
|
-
| |
ServiceNow, Inc.
|
77.247B
|
3
| |
Vertex Pharmaceuticals Incorporated
|
75.271B
|
-
| |
Zoom Video Communications, Inc.
|
71.524B
|
1
| |
Crown Castle International Corp. (REIT)
|
69.743B
|
1
| |
Prologis, Inc.
|
68.932B
|
1
| |
Fiserv, Inc.
|
65.355B
|
2
| |
Equinix, Inc. (REIT)
|
62.164B
|
1
| |
Target Corporation
|
59.967B
|
1
| |
NetEase, Inc.
|
59.237B
|
-
| |
The Sherwin-Williams Company
|
52.469B
|
1
| |
Moody's Corporation
|
51.512B
|
3
| |
Humana Inc.
|
51.263B
|
-
| |
Sea Limited
|
50.722B
|
-
| |
MercadoLibre, Inc.
|
49.003B
|
-
| |
Spotify Technology S.A.
|
48.012B
|
-
| |
Dollar General Corporation
|
47.956B
|
1
| |
Lam Research Corporation
|
46.954B
|
-
| |
Square, Inc.
|
46.105B
|
3
| |
Atlassian Corporation Plc
|
44.243B
|
1
| |
Workday, Inc.
|
44.03B
|
1
| |
Lululemon Athletica Inc.
|
40.626B
|
1
| |
TAL Education Group
|
40.467B
|
1
| |
DexCom, Inc.
|
38.228B
|
2
| |
Veeva Systems Inc.
|
35.197B
|
3
| |
DocuSign, Inc.
|
31.602B
|
-
| |
Splunk Inc.
|
31.567B
|
1
| |
Twilio Inc.
|
30.73B
|
1
| |
Match Group, Inc.
|
30.418B
|
-
| |
KLA Corporation
|
30.154B
|
-
| |
Seattle Genetics, Inc.
|
29.413B
|
-
| |
Synopsys, Inc.
|
29.404B
|
-
| |
Chipotle Mexican Grill, Inc.
|
29.351B
|
1
| |
ZTO Express (Cayman) Inc.
|
28.777B
|
-
| |
IDEXX Laboratories, Inc.
|
28.041B
|
2
| |
CoStar Group, Inc.
|
27.972B
|
3
| |
MSCI Inc.
|
27.906B
|
-
| |
IAC/InterActiveCorp
|
27.478B
|
3
| |
Cadence Design Systems, Inc.
|
26.791B
|
-
| |
Datadog, Inc.
|
26.031B
|
-
| |
RingCentral, Inc.
|
25.053B
|
-
| |
ANSYS, Inc.
|
24.971B
|
3
| |
Okta, Inc.
|
24.95B
|
1
| |
Nikola Corporation
|
24.372B
|
-
| |
Constellation Software Inc.
|
23.976B
|
-
| |
Moderna, Inc.
|
23.836B
|
-
| |
Fortinet, Inc.
|
22.19B
|
1
| |
Genmab A/S
|
22.075B
|
-
| |
CrowdStrike Holdings, Inc.
|
21.662B
|
1
| |
New Oriental Education & Technology Group Inc.
|
20.632B
|
-
| |
Old Dominion Freight Line, Inc.
|
20.003B
|
-
| |
Nasdaq, Inc.
|
19.602B
|
4
| |
MarketAxess Holdings Inc.
|
18.99B
|
1
| |
The Trade Desk, Inc.
|
18.723B
|
1
| |
Wayfair Inc.
|
18.701B
|
-
| |
Coupa Software Incorporated
|
18.582B
|
-
| |
Citrix Systems, Inc.
|
18.26B
|
-
| |
Paycom Software, Inc.
|
18.14B
|
4
| |
Peloton Interactive, Inc.
|
16.362B
|
-
| |
Teladoc Health, Inc.
|
14.953B
|
2
| |
Domino's Pizza, Inc.
|
14.452B
|
-
| |
GSX Techedu Inc.
|
14.316B
|
-
| |
Zscaler, Inc.
|
14.292B
|
-
| |
Jack Henry & Associates, Inc.
|
14.1B
|
-
| |
Roku, Inc.
|
14.067B
|
2
| |
EPAM Systems, Inc.
|
14.022B
|
1
| |
Teradyne, Inc.
|
14.009B
|
1
| |
Tyler Technologies, Inc.
|
13.793B
|
-
| |
Wix.com Ltd.
|
13.298B
|
-
| |
Tradeweb Markets Inc.
|
13.133B
|
-
| |
Zillow Group, Inc.
|
12.7B
|
4
| |
Etsy, Inc.
|
12.607B
|
-
| |
Masimo Corporation
|
12.338B
|
1
| |
Fair Isaac Corporation
|
12.125B
|
3
| |
NICE Ltd.
|
11.926B
|
2
| |
MongoDB, Inc.
|
11.471B
|
-
| |
Dynatrace, Inc.
|
11.403B
|
-
| |
Neurocrine Biosciences, Inc.
|
11.33B
|
-
| |
Ubiquiti Inc.
|
11.117B
|
4
| |
Nordson Corporation
|
10.943B
|
-
| |
DraftKings Inc.
|
10.926B
|
-
| |
Cloudflare, Inc.
|
10.917B
|
-
| |
Abiomed, Inc.
|
10.86B
|
-
| |
Pool Corporation
|
10.857B
|
-
| |
Alteryx, Inc.
|
10.836B
|
1
| |
StoneCo Ltd.
|
10.738B
|
-
| |
Cable One, Inc.
|
10.679B
|
-
| |
Monolithic Power Systems, Inc.
|
10.603B
|
-
| |
Avalara, Inc.
|
10.437B
|
-
| |
Cognex Corporation
|
10.253B
|
-
| |
Zendesk, Inc.
|
10.112B
|
-
| |
HubSpot, Inc.
|
9.788B
|
-
| |
Quidel Corporation
|
9.397B
|
-
| |
NIO Inc.
|
8.798B
|
-
| |
Fastly, Inc.
|
8.792B
|
-
| |
10x Genomics, Inc.
|
8.785B
|
-
| |
Charles River Laboratories International, Inc.
|
8.628B
|
1
| |
Beyond Meat, Inc.
|
8.338B
|
1
| |
Ciena Corporation
|
8.321B
|
1
| |
Chegg, Inc.
|
8.316B
|
-
| |
Pegasystems Inc.
|
8.103B
|
1
| |
Elastic N.V.
|
7.864B
|
-
| |
Paylocity Holding Corporation
|
7.832B
|
1
| |
Generac Holdings Inc.
|
7.643B
|
-
| |
Trex Company, Inc.
|
7.525B
|
-
| |
Livongo Health, Inc.
|
7.355B
|
-
| |
Five9, Inc.
|
7.166B
|
1
| |
Bill.com Holdings, Inc.
|
7.093B
|
-
| |
The New York Times Company
|
6.971B
|
-
| |
SolarEdge Technologies, Inc.
|
6.888B
|
-
| |
OneConnect Financial Technology Co., Ltd.
|
6.743B
|
-
| |
The Boston Beer Company, Inc.
|
6.536B
|
1
| |
Repligen Corporation
|
6.466B
|
-
| |
Cree, Inc.
|
6.402B
|
2
| |
Anaplan, Inc.
|
6.232B
|
-
| |
Manhattan Associates, Inc.
|
5.981B
|
-
| |
Enphase Energy, Inc.
|
5.956B
|
-
| |
Globant S.A.
|
5.928B
|
-
| |
Axon Enterprise, Inc.
|
5.871B
|
-
| |
Inphi Corporation
|
5.665B
|
1
| |
AppFolio, Inc.
|
5.573B
|
-
| |
BJ's Wholesale Club Holdings, Inc.
|
5.166B
|
-
| |
RH
|
4.802B
|
-
| |
SiteOne Landscape Supply, Inc.
|
4.773B
|
-
| |
Everbridge, Inc.
|
4.754B
|
-
| |
CRISPR Therapeutics AG
|
4.721B
|
-
| |
BlackLine, Inc.
|
4.675B
|
-
| |
The Descartes Systems Group Inc
|
4.446B
|
-
| |
Emergent BioSolutions Inc.
|
4.146B
|
-
| |
Redfin Corporation
|
4.127B
|
-
| |
Cogent Communications Holdings, Inc.
|
3.648B
|
1
| |
Power Integrations, Inc.
|
3.525B
|
-
| |
Fox Factory Holding Corp.
|
3.42B
|
1
| |
PennyMac Financial Services, Inc.
|
3.311B
|
-
| |
Alarm.com Holdings, Inc.
|
3.16B
|
1
| |
Stamps.com Inc.
|
3.138B
|
-
| |
Bandwidth Inc.
|
3.03B
|
-
| |
Futu Holdings Limited
|
2.97B
|
-
| |
SPS Commerce, Inc.
|
2.624B
|
-
| |
Camping World Holdings, Inc.
|
2.397B
|
-
| |
Sunrun Inc.
|
2.373B
|
-
| |
Inspire Medical Systems, Inc.
|
2.321B
|
-
| |
LGI Homes, Inc.
|
2.207B
|
-
| |
Palomar Holdings, Inc.
|
2.08B
|
-
| |
AeroVironment, Inc.
|
1.916B
|
-
| |
Cardlytics, Inc.
|
1.887B
|
-
| |
Cerence Inc.
|
1.49B
|
-
| |
Sapiens International Corporation N.V.
|
1.405B
|
-
| |
Inseego Corp.
|
1.121B
|
-
| |
Digital Turbine, Inc.
|
1.098B
|
-
| |
Simulations Plus, Inc.
|
1.063B
|
-
| |
Daqo New Energy Corp.
|
1.032B
|
-
| |
AudioCodes Ltd.
|
0.972B
|
-
| |
Purple Innovation, Inc.
|
0.970B
|
-
| |
Axcelis Technologies, Inc.
|
0.916B
|
-
| |
Zynex, Inc.
|
0.825B
|
-
| |
GAN Limited
|
0.736B
|
-
| |
Intellicheck, Inc.
|
0.136B
|
-
|
