In any case, it's an extremely unusual portfolio, but there are two things in particular that stand out to me: 1. I've never heard of many of the stocks, and that's despite the fact that I've been a member for 10 years and deal with the stock market on a daily basis. In contrast to companies like Procter & Gamble or Johnson & Johnson, you really have to stay informed all the time. Can you manage that with so many stocks? 2. compared to the major indices, your portfolio unfortunately shows a clear underperformance. e.g. a simple MSCI World is at about +7% this year. how do you deal with that?
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@Mister_ultra PKN ORLEN $PKN is the biggest Polish Petrol corporation. They recently bought several hundres petrol stations in Germany, Slovakia, Czech Republic , Hundgary & Austria. They also have the branch of their company dealing solely with enewable energy and atom.
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