Sanlorenzo

I’ve been building this portfolio for almost a year now, following a long-term growth approach rather than chasing short-term explosive gains. So far, it’s up +5.30%. I’ve focused more on the italian and american markets with stoks such as $ISP (-0,36%)
$KO (-0,37%)
$BRK.B (+0,27%) that make more than half my portfolio. What do you think about my strategy and approach?

$VOW3 (+0,96%)
$PLTR (+2,29%)
$FCT (-1,37%)
$LDO (-0,99%)
$RHM (-0,79%)
$INTC (-7,3%)
$CPR (-0,62%)
$AXP (+0,56%)
$BMPS (-0,3%)
$FBK (+0,5%)
$G (+0,38%)
$GS (+4,07%)
$MCD (-0,54%)
$SL (+0,8%)
$ENI (+1,95%)
$BBAI (+2,84%)
$PRY (+1,22%)

34Posizioni

5,30%

2 Commenti

Niccolò@Niccocesa

2Mes

Portafoglio tanto interessante quanto particolare, avere come quota principale intesa non è esattamente una mossa che condivido ma comprendo che gli alti dividendi attraggano. Fossi in te aumenterei il peso degli etf rispetto alle singole azioni, così da avere una crescita costante e non troppo volatile (che è esattamente ciò che sto provando a fare pure io).
Per il resto ho notato molti titoli interessanti e anche una piccola esposizione sulle crypto, io non mi ci sono ancora cimentato ma una piccola percentuale sul portafoglio la condivido.

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PietroBurgos

@PietroBurgos

2Mes·

A quality compounder in a niche market

I have recently opened a position in Sanlorenzo SpA $SL (+0,8%) , a leading player in the luxury yacht and superyacht market.

It is currently trading at ~P/E 9.8, below its historical average and in line with peers. The company combines a strong brand, disciplined production (exclusivity & craftsmanship), and strategic geographic expansion (US & Asia) with a solid financial profile — low leverage, strong interest coverage, and net debt essentially under control.

Key points:

Valuation: Market is pricing in modest FCF growth (~6%) compared to historical double-digit levels.
Financial strength: Low debt/equity, high interest coverage, prudent capital allocation.
Order book: Backlog covering over a year of revenues, 88% from final clients, providing visibility and stability.
Growth prospects: Expansion in US and Asia, addition of Nautor Swan to the portfolio, investment in sustainable technologies, and a buyback program of up to 10% of shares.

The combination of a resilient business model, predictable revenues, and measured growth initiatives positions Sanlorenzo as a potentially interesting long-term opportunity that I decided to catch.

This post is for informational purposes only and does not constitute financial advice. Always conduct your own research before making investment decisions.

Jack

@JackB

6Mes·

Depot Check

My goal is to beat the market, I'm still relatively young and want to see if I can do it, if not I'll put everything in an etf in 5 years.

Regarding my portfolio, I currently have a cash ratio of 23-25% depending on the fluctuations in the last month.

Purchases of existing stocks:

I plan to increase the financial stocks by 50%, $CG (+1,01%)
$KKR (+0,97%)
$APO (+1,53%)
$TPG (+1,04%) .

In addition, a little $DMP (+1,15%) by 25%.

Sales:

I made the mistake of wanting to $EVO (-0,23%) and $CPRX (+1,12%) trade, but then I was too greedy.

I am convinced of both positions in the long term but not in this size in the portfolio, which is why I will reduce both stocks by 33%.

Potential purchases:

$HALO (-0,73%)
$CUV (+2,88%) - Will invest a little extra, otherwise just the 33% from sale of $CPRX. Both around 50 - 50

$SL (+0,8%) - the same as $TISG (+0%)

$KSPI (+0,47%) - about as high as $MUM (-0,29%)

$FIH.U (-0,33%) - about as high as $MUM (-0,29%)

$2GB (+1,63%) - about as high as $MUM (-0,29%)

$M12 (-2,76%) - about as high as $MUM (-0,29%)

$CPR (-0,62%)
$DGE (-0,71%)
$RI (-0,16%) - I'll wait and see, but I can imagine that they will develop in a similar way to the tobacco shares. Since I don't want to decide, I'll just buy three for the sum of one. And divide the amount between these 3.

In general:

I'm generally a fan of putting together baskets like with alcohol or the yacht builders.

What would you change because you see a high risk? I am relatively poorly positioned in the tech sector, do you have any other titles that I could take a closer look at in this area?

12Posizioni

4,14%

5 Commenti

dividend_champion_qeroy@dividend_champion_qeroy

6Mes

Hollow you definitely Amazon, Microsoft and Alphabet.
However, I would be interested to know how you came up with the companies mentioned in your article.

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Habicht128

@Habicht128

8Mes·