Will1701 @Will1701: "Hello copiers and followers! 📈 Portfolio..."

United Kingdom

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Hello copiers and followers! 📈 Portfolio Update: Doubling Down on Dips! I have rebalanced the portfolio with the new added funds from today and the past month, showing continued confidence in the stocks within this portfolio despite the recent drop in the markets last week, now is the time to double down on those dips! A brief explanation as to way I have increased our investment in certain investments and not in others: This portfolio is mainly targeted at value investments with a strong portfolio of dividend yielding companies with added businesses for growth which I believe are too good to pass up on... 🌟 Firstly, Growth Opportunities: $LLY (Eli Lilly & Co) Eli Lilly was a great hit with us choosing it for our portfolio at the perfect time for it to hit the media and the markets the summer before its weight loss program really went into full gear. We have two positions currently open here as a confidence that this bull run for Eli Lilly is far from over, with its growth expanding in this area for them as well as alternative pipeline revenue still expanding! $TPL (Texas Pacific Land Corporation) is our second (potential) major growth stock. Take reference to my earlier posts regarding TPL's revenue and growth margins, they are just too good to pass up on with competitors not achieving nearly as close to these type of margins. With oil prices set to increase over the next decade and their internal operations going from strength to strength, a company with a lot of potential and so we are in for the long haul there. 📊 Value Stock Picks: $V (Visa) Visa, $MA (Mastercard) Mastercard, and $AXP (American Express CO) American Express, together hold the majority of the western worlds card payment systems for debit and credit cards. Each with their own strong points, by holding all three, we are hedging our bets that card payments as a rule of thumb will increase over time, and with the phase out of cash expedited over 2020/2021 for a lot of countries this is a good opportunity for these three companies. Coupled with decreasing inflationary pressures over the next two years with promises of at least 1-3 rate cuts by the end of the year from both the FED and the BOE (my bets are and have been on the lower end of these cut numbers, meaning a more drawn out process), consumer spending is likely to increase once these pressures of high interest rates relax further, going into 2025 and 2026! $KO (Coca-Cola) Coca cola and $MCD (McDonald's) McDonalds, both long operating dividend stocks, also both operate within the same consumer discretionary sector, and with forecasts for consumer spending to increase over the next two to three years after two years of lockdowns followed by a time of uncertainty and higher inflation of almost two years, followed by interest rates, a decline in these rates will then illicit increased discretionary spending as the population of these lower inflationary environments feel more relaxed in order to spend more willingly, and freely. Finally, with our insurance stock picks, $CS.PA (AXA Group) AXA & $AV.L (Aviva) Aviva I see these places as more defensive stocks due to them having what I term as a "Cash floor" behind their stock price, enabling them to have minimal downside (yes whilst reducing the upside but with a strong dividend trade off), this is a natural state of most insurance sector companies due to their larger requirements for capital allocation for potential claims / pay-outs. I see now as a time where the insurance sector as a whole has had in their view an upsetting time due to the nature of the lockdowns in 20/21 which resulted in lots of lost revenue for their clients as well as lots of claims (even if pandemic insurance is not usually covered within normal policies). The whole insurance sector is now at a point of higher policy premiums, which you may have even noticed from increased insurance policies such as your car insurance policy! As a rule of thumb I look into Marco environments for all my long term stock picks as well as the individual stock themselves to analyse which sector is the best fit for this portfolio, as well as which company or two is likely to benefit the most in that specific sector. As stated above is a very brief overview of the portfolio itself and an even smaller incite into some of the stocks I have doubled down on and some of my reasonings behind why, and why I believe they can still outperform their competitors. As time goes on I will continue to give more in depth analysis into each specific stock pick, news headlines as well as earnings reports for the companies within the portfolio! As always please give a like, as well as any questions please comment below! *Not investment Advice*

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LLY

Eli Lilly & Co

TPL

Texas Pacific Land Corporation

AXP

MCD

CS.PA

AV.L