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General portfolio: All weather

Portfolio content and return

A selection of different companies that together could have the qualification of forming a portfolio that could endure many different market weathers. Different industries, a good dividend record and a reasonable to low valuation. Electric grid operator, sugar, oil, a harbour, retail, mail and parcels, hospitals and global market leaders in uranium, gold, container shipping and natural gas production. The portfolio x-ray reveals how the market cap has lagged behind the steadily growing shareholders equity potentially opening an opportunity for the investor to invest in this portfolio to a rather low valuation level in a historical comparison. The companies in the portfolio have little debt and exhibit a stable earnings history. But, as always, who knows what the future will bring. An investment of 50.000 euros gave, as of 25.10.2019, a share in shareholders equity of 57.655 euros, in earnings of 1.945 euros and a dividend income of 1.811 euros.

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