Hi you,
A small update on the research, I've found both $PEP (PepsiCo) and $KO (Coca-Cola) to be suitable for investment, although both are trading at a higher than preffered price.
I am currently working on $ANDE (Andersons Inc) which we will push down the road seing i am, at this point in time, not really too excited about the business and its profitability (margins etc). As well as the fact that there are significant risks that could negatively impact the business, some of which i am not fully up to date on, this is something i want to learn in a later stadium (as soon as the portfolio is nicely positioned and in a place where i can confidently spend time on learning these things).
I will continue to research the last business in this segment, $INGR (Ingredion Inc) today, after this, consumer defensive has been fully researched. After which i want to take a short side track to research a Real estate ETF and a farm land ETF (i want these separate due to different expectations of both).
This would mean we could potentially hold up to 6 ETF's in total, allocation however will not be surpassing the projected 35% in the long term, in an effort to combat dorm it cash, i might choose to allocate a higher percentage for the time being but this will be made up to be at about 35% with additions in cash (which will then not be allocated to ETF's but rather other assets).
I am pleased with how research is going, i have noticed some of you are leaving the copy, which is fine, i do want to thank you for the patience and commitment over the past few years, may we be in business again soon!
Kind regards
Bjorn Crienen ... Show More
