Coffee Can Portfolio

đź“Š Investing
1

I’m thinking of starting one, capturing only 10 stocks, equal weight at purchase.

I’ll share some ideas here, once I have a list, however I’m keen for suggestions!

I will setup a Pie after, and then can track how its going from there :slight_smile:

3 Likes
2

Are those stonks?
1 Gamestop
2 AMC
3 Blackberry
4 Nokia
…
10 xyz

Just teasing you, please don’t take those as suggestions. :wink:

Maybe you can provide some details, and this way it could also help you clarifying your ideias. For example:

  • Geographic exposure (you want % to US, % to UK, EU, Asia, or just 100% US)
  • Sector exposure (% sector allocation)
  • Paying (high) dividends or not
  • Growth vs. Value stocks
  • Market Capitalization (only large caps or also more spicy things. e.g. mid/small/micro caps)
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They must be on 212, not concerned about location, sector weighting. Similarly none of FAANG or large caps. Total return / long term growth.

It’s going to be 1% of my portfolio so going for it, within reason.

Some of my shortlist companies is Ceres Power, Agronomics, the sector growth potential is big if they hit right. I might pick a VCT / PE fund as well, or a sector ETF. Fairly agnostic on the holdings.

4

5 duopolys )

ex; Visa + Mastercard, Pepsi + Coca Cola, …

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Why these? They have a bit of a monopoly in the payments market in most places? Where is their future growth going to come from, inflation / new markets?

Similar as Pepsi and Cola, why not throw in Diageo to the mix?

:eyes:

6

So, you want high risk, high reward stocks/IT/ETF?

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7

they have been around for “centuries” and pretty much dominate the payment system. the kind of boring, compounding bet, if you one can can use that word

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8

Make 2 pies, to compete against each other.

Pie 1

  • Pepsico
  • Lowe’s
  • Mastercard
  • Boeing
  • MSCI

Pie 2

  • Coca-Cola
  • Home Depot
  • Visa
  • Airbus
  • SPGI
9

Curious thought. :wink:

Going a little further:

Pie 1 (“Top players”)

  • MacDonalds
  • Yum! Brands (Pizza Hut)
  • Yum! Brands (Taco Bell)
  • Volkswagen
  • Ferrari
  • BMW
  • Anheuser-Busch InBev
  • Diageo
  • LVMH
  • Linde
  • NestlĂ©
  • Procter & Gamble (P&G)

Pie 2 (“Challengers”)

  • Restaurant Brands International (RBI) (Burger King)
  • Domino’s Pizza
  • Chipotle Mexican Grill
  • General Motors
  • Porsche
  • Mercedes-Benz
  • Heineken
  • Pernod Ricard
  • Richemont
  • Air Liquide
  • Mondelez International
  • Unilever

Fast-food, alcohol, cars, chocolates, personal care and some industrial gases :smiley:

It seems a Livin’ La Vida Loca lifestyle. Only missing hotels, gambling and sports. :slight_smile:

1 Like