EDIT - SINCE SUMMER 2025 THIS IS NO LONGER UPDATED AND I DO WEEKLY UPDATES INSTEAD, PLUS HALF YEAR PORTFOLIO REVIEWS.
This is a quality value portfolio driven by a quantitative and qualitative selection. It has a lot of unique ideas and some popular ideas that are not Unique to me.
Over 60 positions as Emerging Markets and European small caps require some damage protection.
AIRTEL AFRICA:
(LSE) - This company is an African Telco with a mobile money branch. It covers Nigeria, Central and Eastern Africa. It grows organically strongly and distributes a decent dividend and buybacks. This is to grow with the digitalisation of Africa.
ALPHA PURCHASE
Japanese Ecommerce company connecting buyers and sellers in the b2b space. It grows by gaining more customers and is a distributor gaining efficiency as it scales.
ALPHABET INC
This company was bought for the legacy portfolio in buy and hold. It is one of the Mag-7 and it’s good to have some exposure to this. It has a huge cloud and AI business, youtube and search. Maybe it’s good to try buy and hold on such a name.
(Poland). This wine and drinks company is growing organically and by acquisitions. It pays a good dividend. Wine consumption is increasing in central europe and replacing beer and vodka. 2024 saw a decrease in consumption and increase in costs. Still trades below global peers.