Equity selection follows a clearly defined rule: at the time of analysis, both the annualized 10‑year return and the 12‑month return up to the analysis date must exceed those of the S&P 500 and the MSCI World.
The most recent performance analyses:
- United Rentals, Inc., Analysis as of 06/12/2026
- Valero Energy Corporation, Analysis as of 06/11/2026
- Applied Materials, Inc., Analysis as of 06/10/2026
- Palo Alto Networks, Inc., Analysis as of 06/09/2026
- Cadence Design Systems, Inc., Analysis as of 06/08/2026
- Entergy Corporation, Analysis as of 06/03/2026
- ASML Holding N.V., Analysis as of 06/02/2026
- UnitedHealth Group Incorporated, Analysis as of 06/01/2026
- CSX Corporation, Analysis as of 05/31/2026
- Caterpillar Inc., Analysis as of 05/29/2026
- Amphenol Corporation, Analysis as of 05/28/2026
