Terry Smith - Fundsmith Investment Services Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 27 | |
| Portfolio Value | $7.09B |
Fundsmith Investment Services Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 1.9 years | Style | Average duration positions are maintained |
| Position Count | 40 | Style | Number of active positions in portfolio |
| Position Size | 3.7% | Risk | Typical allocation per position |
| Win Rate | 62.7% | Performance | Percentage of profitable positions |
| Average Return | 26.2% | Performance | Mean return across positions |
| Sharpe Ratio | 0.15 | Performance | Return per unit of risk taken |
Investment Case Study: FACEBOOK INC (META)
6/30/2021 - 8/6/2025
Performance Metrics
Total Return: 0.00%
Holding Period: 1498 days
Max Position Size: $8,229.00
Position Weight: 5.11%
Key Events
6/30/2021: ENTRY(23,665.00 shares) @ $0.35
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure