I won’t comment about the portfolio itself, since besides Microsoft I wouldn’t buy any of the other companies.
About beating the market:
It’s easy and many people do… the key is consistency, if you can do it many years (sort performance basically has zero value) then you will be a very successful investor, otherwise you will be an average investor, and that’s nothing wrong on that
Another point:
It’s not because you bought something and it’s up that you’re right, the opposite as well.
Consistency on long term is what defines a good investor.
Why the majority of gamblers just stop doing sort / options / cfd after few years?
because it’s almost impossible to have consistency on that and on long term you do the math and see that a “boring investor” is beating you on that decade.
LSE ones such as Unilever, GSK
US ones such as PG, MCD, PEP(better than all imo), Apple, Amazon(wouldn’t buy rn), Google etc… but you might just be better buying the whole index if you’re looking to lower risk and diversify!
Yup. The share prices for Amazon and Google track their EBITDA much more closely than they track their earnings. Last time I looked they were at-or-near them still.
Not everyone likes doing things this way. Buffett and Munger don’t like EBITDA and that’s fine for them. But if anyone’s wondering why Amazon and Google appear to be off their fundamentals, maybe try a different fundamental.
The chart for Apple looks quite different, so I personally wouldn’t buy that atm. But each to their own.
Reading through all this it sounds like you’re very comfortable with your strategy and choices but perhaps wanted to run it by some likeminded investors to identify any glaring red flags, which have been called out (oil, airline) and accepted.
In response to your call for suggestion on blue chips, my only suggestion would be Prudential, as it could easily replace Lloyds in your folio and cover that part of your strategy with a bit more confidence.
As an aside @SteelCityInvestor, I presume this is not a T212 pie? Is this a self-made graphic? Reason I ask is the presence of WLKD, which got my hopes up.
this thread reminds me why I like low cost tracking ETFs so much, picking out some random stocks to outperform the market and all the complications that come with it, tesco or sainsburys? apple or microsoft? lloyds or barclays? easyjet or something else? the list is endless and all the re-balancing and effort trying to work out which ones are best and then over time probably not beat the market anyway, not worth it. IMO overall should be 70% low cost ETF trackers and 30% stock picks.
One could argue that almost every stock is overvalued considering what’s going on. And saying apple and Microsoft are overvalued is fair enough but then you compare with Tesla and maybe it isn’t so clear.
