#50 Investment Journal - Ep. 4
50th post - Revealing my stock portfolio
Welcome to Episode 4 of my Investment Journal! The purpose of the Investment Journal, in addition to the deep dives and other articles on specific stocks, is to take you along on my investment journey, share updates on my portfolio and some general thoughts on the stock market and certain companies.
50th post
This marks the 50th post on my Substack, and I can hardly believe how quickly time has flown by. It's been an incredible journey, and I’m deeply grateful to each and every one of my subscribers. It’s an honor to see such strong interest in my work.
Unlike others who might loudly proclaim, “Buy this! This is the best stock! This is undervalued—you must invest!”, I’ve always strived to take a more measured approach. While I aim to deliver key insights in every stock analysis, it's important to remember that my posts are just one piece of the puzzle. Your own due diligence and research are irreplaceable in making informed investment decisions.
However, I hope that my more cautious and conservative approach to stock analysis resonates with you, even if it doesn't attract as much attention as some others. I am convinced that sound investment decisions are grounded in solid information and objective analysis, not in emotions or euphoria.
Portfolio
This time, I'm going to make things simple: I'm revealing my entire stock portfolio. Currently, it includes 67 stocks. I admit, that’s quite a lot. But as I mentioned in my first Investment Journal post, I'm working on concentrating my holdings by divesting from some positions and adding to the ones I believe in most. You might be wondering, "How does he track so many companies?" The simple answer is—I don’t. But I’m convinced that I don’t need to scrutinize every earnings call or quarterly report. Instead, I invest in high-quality companies that I’ve researched thoroughly.
For some investments, like ULTA, Lululemon, and newer additions, I closely monitor their progress. But for others, like the absolute best companies in the world—Visa, MasterCard, Microsoft, Alphabet, and Amazon—I don’t dive into every quarterly report. Often, I just review the annual reports for these. These are the kinds of investments that let you sleep soundly at night. And when it comes to major negative surprises, no amount of report studying can predict them; they can happen suddenly, as we saw with the IT outage that led to Crowdstrike's stock decline. So, without further ado, here’s my portfolio:
Adobe: Dominating the creative software industry with an unmatched suite of tools that professionals rely on daily.
Air Liquide: A global leader in industrial gases, essential to countless industries, with a vast network that’s difficult to replicate.
Albertsons: A trusted name in grocery retail, offering convenience and quality with a strong presence in local communities.
Allianz SE: One of the world’s largest insurers, known for its robust financial strength and diversified portfolio.
Alphabet: The tech giant behind Google, with an unrivaled search engine and data-driven ecosystem that powers the internet.
Amazon: Revolutionizing e-commerce with unmatched logistics, customer loyalty, and a vast marketplace.
American Express: A premium brand with a strong global network and loyal customer base that values exclusive benefits.
Apple: An innovation powerhouse with a loyal customer base and a seamless ecosystem of hardware, software, and services.
Bank of America: A financial giant with a wide range of services, strong customer relationships, and a vast global reach.
Berkshire Hathaway: A diversified conglomerate with a proven track record, led by the GOAT.
BlackRock: The world's largest asset manager, providing unmatched expertise and a vast portfolio of investment options.
Blackstone: A leading private equity firm with deep industry knowledge and a track record of successful investments.
Booking Holdings: A dominant player in online travel, offering a wide range of services that travelers trust worldwide.
Canadian National Railway: Essential to North American trade, with a vast rail network that connects key markets.
Carl Zeiss Meditec: A leader in medical technology, known for precision and innovation in optics and diagnostics.
Carrefour: A global retail giant with a strong brand and a vast network of stores that offer quality and convenience.
Caterpillar: The gold standard in construction equipment, with a brand synonymous with durability and reliability.
Cintas: A leader in business services, providing essential products that businesses rely on to operate smoothly.
Cisco Systems: The backbone of global networking, providing critical infrastructure that powers the internet.
Costco: A retail powerhouse known for customer loyalty, bulk savings, and a unique membership model.
CVS Health: A healthcare giant with a vast network of pharmacies and health services, deeply integrated into communities.
Danaher: A science and technology innovator with a portfolio of companies driving advancements in healthcare and industry.
Deere & Co: A trusted name in agriculture, with machinery that’s essential for farmers worldwide.
Deutsche Boerse: A key player in global finance, offering a range of essential services to markets and investors.
DHL: A logistics leader with a global network that ensures fast and reliable delivery services worldwide.
Domino’s Pizza: A leader in pizza delivery with innovative technology and a strong brand presence.
Enel: A global leader in renewable energy, driving the transition to a sustainable future.
Eurofins Scientific: A top name in testing and laboratory services, essential for safety and innovation across industries.
Evolution AB: A pioneer in live gaming, delivering unique entertainment experiences that capture global audiences.
Grupa Pracuj: Dominating the digital job market in Eastern Europe with platforms that connect millions of job seekers and employers.
H&M: A fast-fashion leader with a vast global footprint and an agile supply chain.
Heidelberg Materials: A global leader in construction materials, essential for building the infrastructure of tomorrow.
Iberdrola: Leading the global shift towards renewable energy with a strong focus on sustainable power generation.
Jeronimo Martins: A dominant retailer in Europe, offering quality and convenience with a deep understanding of local markets.
JPMorgan Chase: A financial powerhouse with a diversified portfolio and deep expertise in banking and investment.
Jumbo S.A.: A retail leader with a strong market presence, offering value and variety that attracts loyal customers.
Kion: A global leader in supply chain solutions, providing critical technology that powers modern logistics.
KKR: A top private equity firm with a strong track record of creating value through strategic investments.
Kri-Kri: A trusted name in dairy products, offering authentic flavors that resonate with consumers.
Kroger: A leading grocery chain with a vast network of stores and a strong focus on customer satisfaction.
L’Oréal: The world’s largest cosmetics company, leading in beauty innovation with a portfolio of trusted brands.
Lululemon: A leader in athletic wear, known for its high-quality products and strong brand community.
LVMH: A luxury conglomerate with iconic brands that define elegance and exclusivity worldwide.
MasterCard: A global payments leader with a vast network that connects consumers and businesses around the world.
Meta Platforms: Dominating social media with platforms that connect billions of users globally.
Microsoft: A tech giant with a diverse product portfolio and a dominant position in software and cloud services.
Munich RE: A leading reinsurer with unparalleled expertise in managing risk on a global scale.
Nike: A sportswear leader with an iconic brand that inspires athletes around the world.
PayPal: A leader in digital payments, providing secure and convenient services to millions of users.
PepsiCo: A global food and beverage giant with a portfolio of beloved brands that consumers trust.
Procter & Gamble: A consumer goods powerhouse with a wide range of trusted brands in households worldwide.
Public Storage: The go-to provider for secure, reliable storage solutions with a strong market presence.
Realty Income: A real estate investment trust known for consistent, reliable returns and a diversified portfolio.
Republic Services: A leader in waste management, providing essential services with a focus on sustainability.
Rheinmetall: A defense and automotive leader, known for its innovative technologies and strong market position.
S&P Global: A key player in financial information, providing critical data and insights that power global markets.
Shell: An energy giant with a strong position in both traditional and renewable energy sources.
SoFi Technologies: A finance leader transforming personal finance with innovative products and services.
Starbucks: A global coffeehouse brand with a loyal customer base and a strong presence in communities worldwide.
Stellantis: A global automotive giant with a diverse portfolio of iconic brands and a focus on innovation.
Target: A leading retailer known for its focus on quality, affordability, and a superior shopping experience.
TotalEnergies: A diversified energy company driving the transition to sustainable energy solutions.
Ulta Beauty: The leading beauty retailer offering a vast selection of products and services under one roof.
Unilever: A global leader in consumer goods, offering trusted brands that are part of everyday life.
Visa: A dominant player in global payments, providing secure and reliable transactions across the world.
Walmart: A retail behemoth known for its vast selection, low prices, and efficient supply chain.
Waste Management: The leader in waste services, turning challenges into opportunities with sustainable practices.
Based on this list, I will update my holdings after transactions in the future.
Overview of articles since Episode 3
Thanks again for being here and for your interest! If you enjoy my work and find it valuable, please consider leaving a "like" and subscribing. Your support means a lot!
Disclaimer: The information provided in this publication is for educational and informational purposes only and does not constitute financial advice. The content is solely reflective of my personal views and opinions based on my research and is not intended to be used as a basis for investment decisions. While every effort is made to ensure that the information is accurate and up-to-date, the writer makes no representations as to the accuracy, completeness, suitability, or validity of any information in this post and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use. All readers are advised to conduct their own independent research or consult a professional financial advisor before making any investment decisions.
Your list makes me feel good as a I have 36 companies in my portfolio 😃
If you had to keep only 10 companies out of your portfolio, which ones would you choose?