I don't see much in the satellites to beat the market. P&G and J&J in particular will "just" run with the market in my opinion. So both are top stocks, of course. But nothing that drives the return up compared to the MSCI World.
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@DerMartin You are basically right. At the moment my "beat the market satellites" are Deutsche Post, Visa and Munich Re. I still have some cash with which I want to buy more, but I'm not sure which ones yet :)
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