Not too long ago I made a poll which of the following companies should be analyzed. Today, one of these companies has gained almost 13%. The talk is of $SQSP . This company is probably rather unknown to most, but is actually the third largest position in my portfolio. Currently, I am up over 20% with this stock despite partial selling and this increases the YTD of my entire portfolio to around 14.35%. Squarespace had their earnings call today at 2:30pm. If I find time in the days I will also do another analysis. The stock is actually one of my first purchased shares. So far I am quite satisfied ☺.

By the way, here is the analysis of Hermes from the vote https://app.getquin.com/activity/OolARouhCu?lang=de&utm_source=sharing

app.getquin.comNoel (@Noel) auf getquin

Noel

@Noel

1Yr·

Investment Decision

The portfolio simply shot up by 2.92% in one day. There you go 😁. Since I have not presented a company for a long time and just a 14-hour trading course in double speed purely beating me and the knowledge would also like to use, it is probably slowly time again to analyze a company and provide here times a selection. They are titles that I have seen here so far only rarely or not at all and I find all exciting and partly have myself in my portfolio. Feel free to vote. Further wishes can also be named with pleasure, which I then perhaps bring in a further vote.

2 Comments

Deleted User

1Yr

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Noel

@Noel

1Yr·

So the following companies have just been kicked out of my portfolio.

Omega Healthcare Investors
$OHI (+2.74%)

Reasons: I want my focus to be even more on growth. CAGR is too low for me at 6.51% from 2018 to 2022. Adjusted for inflation, even only 2.9%. A Sharpe Ratio of 0.32 is also too low for me.

Coca-Cola
$KO (+1.1%)

Reasons:

Per capita consumption of cola and cola-mixed beverages has declined since 2018, at least in Germany.
Net sales were around 48 billion in 2012 and only 38 billion in 2021.
Can't compete with Pepsi currently in my opinion. Max. Drawdown from 2012 to 2022 for Coca-Cola is -23.59%. For Pepsi, on the other hand, it is only -15.47%. CAGR is also higher for Pepsi during the period.
I already have Coca-Cola in my portfolio through Berkshire.

Occidental Petroleum
$OXYP34

Reasons:

I also already have in the portfolio through Berkshire.
Max. Drawdown is too high for me with the low growth and the dividend too low.

I have also sold 25% of my $SQSP Squarespace shares with some profit sold, as well as a few other smaller positions.

Have you already thrown companies out of your portfolio this year? If yes, which ones were they?

11 Comments

Gerit@Gerit

1Yr

Buying is easier than making the right sales. few people think about this side and most mistakes happen when selling. you have thought about it, the whole thing with numbers against checked and I personally find 2 of your 3 sales in fact good. To OXY I can unfortunately not say much, the margins look good, the industry has run really well, but in principle you should not bet against Buffett, so if you had a good entry, I would still hold it. I would now be interested in the purchases burning. Especially in this market environment, you miss a lot, because you are partly ankle-deep in some companies. 😅

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