Terry Smith Quality

Buys a handful of unusually profitable companies and then leaves them alone. Only shares our own deep-dive analysis rates green are bought — yellow or no analysis at all is not enough. New positions are added only once a year; a share is sold as soon as it no longer meets the requirements or is no longer rated green.

This portfolio buys shares.

Performance −0.30%

Lead over QQQ −5.40%

Largest drawdown −2.07%

Win rate —

Cash ratio 80.2%

Portfolio value $99,705

Performance against the yardsticks

Terry Smith Quality Nasdaq 100 (QQQ) S&P 500 (SPY) All three lines start at 100 — otherwise they could not be compared.

What the portfolio holds

Stock	Shares	Entry	Price	Gain	Value	Share
AAPL	59.36	$336.91	$332.27	−1.38%	$19,725	19.8%
Cash	—	—	—	—	$79,980	80.2%

The rules of this portfolio

Buys: once a year
Sells: checked every trading day: rating turned red, stop-loss hit, holding period over, or the stock dropped out of the selection.

Every trade with its reason

The complete history of this portfolio, most recent trade first. It is never truncated — it doubles as the recommendation history required by Art. 4(1)(i) of Delegated Regulation (EU) 2016/958.

Stock	Date	Action	Shares	Price	Reason
AAPL	07/27/2026	Buy	59.36	$336.91	Newly selected

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Performance against the yardsticks

What the portfolio holds

The rules of this portfolio

Every trade with its reason

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