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Germany - heavyweights with headwinds

Portfolio content and return

Six large German industrial heavyweights to low prices in a historical comparison. This portfolio consisting of six German industrial companies can be acquired to half the “normal” price level for the last ten years. An investment of 50.000 gives a high share in the earnings of the companies of 4 766 euros. Earnings will however probably be under pressure as a result of mounting price pressures for raw materials. One cannot consider German industrial companies currently without noting the massive open question regarding future availability of Russian gas supply. (10.6.2022)

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