I am not a financial advisor and this is not financial advise. This is an entertainment video. All investments have a risk and research should be performed personally before making any investment. I am not liable for any fall in share prices, since prior performance or current macro economic factors are no indication of future results. You are liable for any investment decision you take.
If you are interested in investing and all things money then please support the channel and Subscribe!
For full disclosure I keep a very diversified portfolio. I take a very long term approach of +10 years.
I take a value investing approach when selecting companies, ideally wanting:
– A significant moat around them (brand/customer loyalty etc.)
– To have an almost monopoly/ oligopoly
– Generally like low capital intensive businesses (e.g. high ROCE)
– Strong balance sheet (little/ manageable debt)
– Profit driven, growth, high cash conversion
My portfolio can be split down as follows.
Share Alphabet Inc 1.8%
Share Aviva plc (XD) 2.8%
Share Facebook Inc 1.7%
Fund Fundsmith Equity 70.6%
Fund Legal & General Global Technology Index 20.1%
Share Microsoft Corporation 1.4%
Share Rightmove plc 1.8%
Cash Cash 7.4%
This is purely for educational purposes to add value to you the viewer and should not be seen as what you should do directly.
For more financial analysis, company breakdowns, and portfolio explanations then subscribe and like this video.
The commentary in this video is of my own opinion and as noted should act as educational and entertainment purposes only and should not be seen as advice, or cause any bearing on determining your own investment decisions. Please do your own research and make decisions based on your own risk profile.
Sources that may be used for information in this video include (that may assist you in making more informed investment decisions are):
CNN, MSNBC, BBC and other news sources
Fool.com (Motley Fool)