๐๐ ๐๐๐๐๐๐จ ๐๐ฃ๐ ๐๐๐ฃ๐ฉ๐ก๐๐ข๐๐ฃ, ๐๐ช๐ฎ๐จ ๐๐ฃ๐ ๐๐๐ง๐ก๐จ!
๐ฎ๐ฌ๐ฎ๐ฒ ๐๐ค๐ง๐ฉ๐๐ค๐ก๐๐ค ๐ช๐ฅ๐๐๐ฉ๐!
Based on stocks we own and their respective weighting, this is a summary of our current portfolio.
Valuation: ~12.8x earnings, ~1.4x book
Profitability: ~15.2% return on equity
Income: ~5.5% dividend yield
Estimated income: ~$494 per year on a $10,000 model portfolio
Dividend estimates are based on last 12 months of dividends, adjusted using historical growth rates.
At the bottom, youโll see the 5-year historical return comparison, showing performance versus the S&P 500. The focus has been consistent compounding, downside awareness, and buying businesses at prices that make sense โ not chasing momentum.
This remains a value-oriented, stability focused portfolio. I hope this illustration helps you understand how I invest and what I look for. Our portfolio is simply a collection of the stocks, their financials, their products. By combining them we hope to build stability and long term growth.
As always, I will be looking for new stocks to add, or old positions to sell, so these numbers may change very soon, but in principal, they will remain similar.
If you have any questions regarding the portfolio or stocks in general, ask away!
Rhys Adams... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
Brilliant Rhys. Thank you for all your efforts keeping in profit. I'm going to close my copy with you to take in the profits you have made so far. My question is. Can I recopy you? Just wanted to check with you first before closing the copy but make sure I can then recopy your trades. Thank you ... Show More
3 replies
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