No. of Recommendations: 8
FCNTX Fidelity’s Contra fund has indeed done well. Very few funds have outperformed the SP500.
Have you noticed their top holdings? Almost looks like they are running the mungo’s ROE screen
with the exception of BRK which he probably wouldn't argue with.
Meta Platforms Inc Class A 12.1%
NVIDIA Corp 9.50%
Berkshire Hathaway Inc Class A 6.30%
Amazon.com Inc 6.10%
Microsoft Corp 4.30%
Alphabet Inc Class A 4.10%
Apple Inc 2.60%
Alphabet Inc Class C 2.60%
Amphenol Corp Class A 2.50%
Eli Lilly & Co 2.10%
