저자: TheHalalInvestor · 외국인
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Terry Smith의 샤리아 준수 10종목 포트폴리오를 소개. 원칙은 우량기업을 적정가에 사서 장기 보유. 각 종목의 ROIC·FCF·성장률·밸류에이션 설명. 시청자에게 Patreon 가입을 권유하며 본인의 평균단가와 수익률 공개. 투자 권유가 아닌 엔터테인먼트라고 명시.
다듬은 글
asalam alaikum everyone welcome back to another video I hope you're having a wonderful day so in today's video we are looking at Terry Smith's portfolio teris is one of those super investors that I genuinely like he is he's British he's very um very experienced in terms of investing in the basic stock market he buys really quality businesses and hold them for a very long time but before we do look at his portfolio I just want to share with you guys some of his investment philosophy he says buy good companies okay so F basically focus on companies with high rce good cash conversion robust margins and resilient business models an R is return on Capital employed which is very similar to roic which we basically would use in today's video and we always use so he talks about buying a good companies then he says don't overpay okay so no matter what you do just make sure you the companies that you're buying are not too expensive don't overpay whatever you do and then absolutely do nothing hold it for a long term why because he he believes you know the power of compounding and prefers to hold into basically on to his investment for as long as possible instead of frequently buying and selling which is really good and that's what I've noticed in his portfolio he actually adds a couple of companies here and there but when it comes to fund SM Equity if you check it out majority of the companies that in that portfolio of companies that he's basically investing them investors they are they've been there for quite some time so these are very simple buy really good companies don't overpay whatever you do and then just relax and just sit back and that's what I'm going to try basically I've been trying to do in the last few basically years and I'm getting there now here and there might make the odd sales because of certain companies but I'm trying to and there have been some companies that I actually bought and I've left them alone for a very very long time and I'm actually you know inshallah one day we'll get there I'm not saying as I am you know as good as he is or anything like that nowhere near that um but at least that philosophy of basically buying good companies don't overpaying them and then holding on to them for a very long time really resonates with me so what we're going to do now is share with you guys 10 companies in his portfolio they are sh compliant so let's start with that one first but before we get to the of course the 10 companies it will be absolutely amazing if you can join us in the patreon account where you get access to all the buys and sells that I make you know the portfolio trackers you got ETF trackers you got the private Discord that is basically full of brothers and sisters who are sharing absolutely amazing practices and then you got Shia compliant investing ebook that's also in there so it will cost you about 15 P per day and of course you get a lot of things out of it as well as of course you can see my family portfolio inshallah as well so as usual we are looking at the same kind of things but when now I've highlighted three sections the first one is the mo rating because every single company that he owns or in this portfolio anyway of sh compliant um companies they all have a wide mod return on invested Capital which is very similar to rce um basically also is quite High Maj for majority of the companies and they all have excellent free cash flow so let's get started with the first company and that's MasterCard so the first company is a MasterCard and as you can see here has a wide economic mod 420 billion Market capab I'm not going to go through every single here um item here but as you can see here return invested cupital about 61% and free cash flow of almost $1 billion which is quite nice Total return return the last 10 years is about 20% growth estimate next year 16% and then 18% after that so they are growing still their business is fairly valued right now $475 per share is where they are so they do have some paid excellent dividend and of course the safety is actually really good so again profit margin return on Equity is really good as well as return on invested Capital so these are the bits that I'm going to focus on in this video I'm not going to read out all of them okay right moving on to the next one that's automatic data processing another company that I own in my portfolio 99 billion market cap he has wide economic mod in terms of profit margin we're looking about almost 20% return on Equity we're looking at about 89% and return on invested capital of 61% as well free cash flow 3.
3 billion they're expecting the earnings to grow about 10% 11% the following 5 years fairly valued and then $240 per share is where they think the price should be now of course the company pays nice dividend and they have a um dividend streak of 49 years so that is a dividend King one more year and they will become a dividend King Kings are companies that have increased that dividend for for 50 years in plus and dividing Aristocrats are 25 years and so next one is sotis and this is one of the companies that we've talked about recently 72 billion market cap it has a wide economic M right now in terms of of profit margin looking at 27% and return on Equity of 50% return on invest um on invested capital of 26% $1.6 billion of free cash flow right now and as you can see here growth is actually looking good next couple of years about 10% on average fairly valued $170 per share is where they think the price should be now the next company we're looking at is clorex clorex I think is a new buy because it wasn't there before um it has a wide economic mode 18 billion market cap this is one of the Darlings of um covid after covid the company when covid happened the company went to the moon and then after Co actually lost quite a bit of devaluation um but right now it's actually trade valid basically about this in discount right now um in terms of profit margin looking about 3% and return on invested capital of um 500 plus return on invested Capital um sry return Equity of 500 um10 return on invest coule to 27% free cash flow right now just half over half a billion dollars um just it's not great but it's a very small so in terms of $8 billion that should be way way higher than what it should be um but yeah maybe they growing their free cash flow again maybe next couple of years I'm not sure why he actually purchased the company but of course it seems are discounted maybe he sees it the company will come back to this um good days or maybe Glory Days whatever um in terms of growth estimate next year is about 14% then 13% maybe this is the reason maybe this is remember this is a consumer um basically Stables company and the fact that they growing their earnings about 14% 15% 13% next couple of years that's really really good and $169 per share is where they think the price should be so it is interesting company next one is one I own in the portfolio I didn't actually know this here on this one msci it has a wide economic mode about 36 billion market cap right now and in terms of profit margin we looking under 4 44 right now and in terms of return on invested capital of 45% I told you a lot of the companies this guy owns when it comes to rce or R and IC they're actually doing really well free cash flow $1 1.1 billion and basically they expecting the Enders to grow about double digits next um 5 years which is really really nice nice fairly value right now $460 per share is where they think the price should be now this is one of the companies that I own I've got you know I'm going to talk about the in the next few weeks and I've been buying it and if you haven't seen my last video go and watch that where I talked about all the buys and sells that I made for the month of April next one we're looking at Home Depot one of my favorite companies out there 331 billion mik cab wide economic mode profit margin right now about 10% return on Equity we're looking at about 1,162 return invested cou about 29% and $17.5 billion of free cash flow which is absolutely wonderful in terms of growth estimate next year 7% then 4% after that 27% premium so one of the most expensive ones that we've got in this portfol in this on this list of companies $263 per share is where they think the price should be next one is Striker cor um Corporation this is one of the companies that I really like um before I bought m m I I wanted to buy this one um but this one has always been expensive as you can see a 36% premium I've not seen it um basically undervalue the basically ever so 125 billion market cap wide economic M profit margin of 14% And 18% in terms of return on Equity 15% return on invested Capital $2.5 $2.8 billion free cash flow right now and they growing their earnings double digits but they are expensive $242 per share is where they think the price should be the next company we're looking at is um is momic and corpor and Company almost a 20 billion market cap wide economic mode and they have a fre profit margin of about 11% return on Equity 14% and return on invested capital of 10% I think this might be the lowest he's got in his portfolio 1 billion Market um free cash flow right now 7% in next year in terms of growth um estimates the year after is about 7.2 11% right now premium $67 per share is where they think the price should be the next one we looking at grego Greco whatever it's called this is one of the I think we talked about this very recently about $ 13.6 billion is small cap company and when it comes to profit margin we looking at 23% return on um on Equity of 23% and return on invested Capital 24% which is really good half a billion dollars basically when it comes to uh free cash flow right now and they expecting the end is to grow double G in the next 5 years which is nice to see fairly value right now $78 per share so we got one more company and we've I've got the sh compliance side of things to show you if you have not pressed like button please do that already if you have not joined us the patreon account like I said it will cost you 15 P per day and it will be really helpful for for me and for everybody else so Visa is the final company 535 billion Market capab a wide economic mod where in where you know whenever you see Visa you will see MasterCard okay and look at this in terms of profit margin 53% return of equity 45% return on investor cou to 35% almost a 20 billion free cash flow right now double digit growth expected next couple of years fairly value right now $260 per share 268 is where it's at right now so great companies honestly like I I do own a lot of these companies okay um and I'll show you exactly how much of these companies I own in a second but generally these are really high quality businesses they've been around a very long time they have a wide economic mod that means they actually have a competitive you know comp when it comes to their competition is almost nonexistent visa and MasterCard of course they they are competitors but they still growing their businesses and slightly different business models but they are competitors Home Depo and Lowe's are very competitive companies as well but Lowe's is not sure compliant I really like lows but um Home Depo great company again so the I 1 2 3 4 five in this portfolio so five out of the 10 that he owns and as you can see here they are when this is where the when it comes to sh compliant as you can see there absolutely no issues with any of the companies the highest one is this one here it's about 26% when it comes to inp and securities just to be honest and transparent with you guys like I've always said to you guys automatic data processing I own 25 shares my average is that okay next one he owns in the portfolio is Home Depot and as you can see that's my average for the company now MasterCard is the next one okay and as you can see that's my average I'm down about almost 4 and a half% right now then is msci I'm down about 11% there we go that's my average for the company and then we have visa and SP ASP Global was that included in there I thought so I thought it was included I think I think he used to own it I'm not sure you know I need to double check that I think he used to own this one um why did I think he owned it but anyway Visa is the final company and that is my average for the company I'm up 25% right now which is £ 874 basically up right now which is nice to see so there you have it that's the 10 companies that this guy owns and I like I said to you guys how high quality businesses been around for a long time wide economic mod excellent free cash flow return on invested C are really really good some of them actually fairly valued at the moment and if we see a drop in the market I'm sure some of these companies will become discounted right now um the next few months anyway that's the companies that 10 companies I wanted to share with you guys as always this is just a entertainment please whatever you need to do do your research inshallah have a wonderful day asalam alayum
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