Recording date: 14th May 2022
I often get asked how I would approach my portfolio if I were at the wealth protection stage rather than my current wealth generation situation with its higher risk profile.
I would shift my focus from hunting potential baggers (which are often companies currently making losses) to cash cows—companies with low valuations and high cashflows.
I've gone over a few of these themes below.
Coal: It should not be a surprise that this theme is at the top of this list with rock bottom valuations, high cash flows and solid moat via institutional investors' unwillingness to touch it.
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I often get asked how I would approach my portfolio if I were at the wealth protection stage rather than my current wealth generation situation with its higher risk profile.
I would shift my focus from hunting potential baggers (which are often companies currently making losses) to cash cows—companies with low valuations and high cashflows.
I've gone over a few of these themes below.
Coal: It should not be a surprise that this theme is at the top of this list with rock bottom valuations, high cash flows and solid moat via institutional investors' unwillingness to touch it.
—
Crux Investor is an investing app for busy people. For a small, monthly membership fee you’ll receive a single stock recommendation each month, curated by industry experts and presented in a clear and focused one-page memo. Head to Crux Investor to learn more and to sign up for your time-saving, stress-slaying membership today.
Learn more: https://cruxinvestor.com
Sign up for Crux Investor: https://cruxinvestor.com
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