Comment on the $BILL (+2.9%) from my "Tenbagger portfolio": The share became "non-compliant" due to a fail in the financial screening. We can wait a quarter, 90 days in that case and see if the status flips again. Looks a bit more difficult this time, but let's wait and see. 😁
This has been a long marathon, finally the sub-portfolio is complete - at least for now. It took us a little longer than a year to reach the intended number of 10 different stocks! 😄
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What do you think about the selection? Would you have replaced one stock with another? 🤔
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At this point, it is worth mentioning that I have already initiated the sale of UFP Industries. The reason for this is not that I am not convinced by the performance, but the "post-treatment" of the return: the income cleaning extremely reduces the return in that case. Lastly, in a Patreon post, I had explained again in detail what you should pay attention to when selecting stocks related to revenue cleansing (note: it is not only the share of impure revenue that matters) 😁
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Do you guys have a replacement candidate for UFP? 🤔
As-salaamu 'alaikum warahmatul-laah, thanks for the great contributions. How about rebuilding the "arero world fund" halal compliant?;) Would be an interesting project, if it goes at all topical.
We continue with the search for potential stocks for the Tenbagger portfolio after Lynch. Since it has been very US-heavy so far - strictly speaking, I have only invested in US stocks in this framework - I have set the focus for the next stock on the EU. The search is not easy there. It also seems that there are simply certain areas in which Lynch's criteria are also simply standard for the industry, for example in the paper industry. A more precise weighing of the individual values is therefore still necessary in a further step. For the time being, however, the following companies have been shortlisted:
