2Semana·

On Browsing Through Other People's Portfolios

Do you know what I secretly love to do? 😉 I browse through other people’s portfolios. When I come across an interesting profile, I like to take a look at the individual holdings in the portfolio.


Of course, there’s a lot of familiar names: the tech giants—Nvidia, Microsoft, Apple, etc.; the dividend payers—Bats, P&G, Reality Income, etc.; the core ETFs with the usual global ETFs as accumulators or distributors.

But sometimes I also find really exciting niche picks that I’ve never heard of before.


Want some examples?



$AGNC (-2,63%) (AGNC Investment). “The company invests in residential mortgage pass-through securities and collateralized mortgage obligations, whose principal and interest payments are guaranteed by a U.S. government-sponsored enterprise or a U.S. government agency.” P/E ratio = 5.6; dividend yield 13.48% (!) -> found in the portfolio of @Reicher_Komponist

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$ELO (-1,49%) (Elopak). “The company offers cardboard-based packaging, filling machines, closures, material handling equipment, secondary packaging, and logistics solutions.” P/E ratio = 12.8, dividend yield 5.3% -> found in the portfolio of @PoorDad

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$BWXT (-1,76%) (BWX Technologies) “...is engaged in the supply and provision of nuclear components and products,” P/E ratio = 40.8, dividend yield 0.67% -> found in the portfolio of @ETF-DIY

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$AII (-8,48%) (Almonty Industries Inc.) “...is a global mining company specializing in the exploration, mining, and processing of tungsten,” P/E ratio = 62.8 -> found in @Tenbagger-Capital and @SAUgut777

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$TEP (-2,08%) (Teleperformance) “
operates in the areas of business process outsourcing, telemarketing, customer relationship management, technical support, and communications services.” P/E ratio = 8.8, dividend yield 6.3% -> found at @Dividendenopi

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I really love seeing all the different stocks you guys have in your portfolios. Keep it up, everyone—I find it really exciting to see all the options out there! 👈

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14 ComentĂĄrios

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You're welcome... I guess😅 I discovered Elopak a few years ago through the Lynch glasses, because I always bought that one drink, and I could always see that logo on the bottom (it's not the logo on Getquin). And the crazy thing about this tiny company is: we’re daily customers
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@PoorDad Cool, now I know the personal story behind the company's founding, too. 🙂
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@NichtRelevant *But be aware* The Ferd family owns a large stake in Elo
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Thanks for the compliments. It was a contrarian investment; you can read more about it in my post on the stock forum. It’s one of my top performers so far this year, and at my purchase price, it offers a dividend yield of just under 10%.
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2Semana
I've held AGNC for 5 years
 the high dividend makes up for the losses in price
 I see it as a bad investment
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@nitroxx Hmm, I just took a quick look at the YTD and full-year figures. The value was neutral or slightly up. Have you done a rough estimate of where you'll stand after 5 years, including dividends?
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2Semana
@NichtRelevant Total return of 8.9%, with losses offset by dividends
so it feels like it beats every dividend ETF
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@nitroxx For 5 years, that really isn't much...
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@nitroxx I bought more when the price dropped. Now I'm in the black in terms of price, and I'm making money every month.
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I've had my eye on Almonty for a while, but I kept missing my chance to get in. I think a good growth story could be starting here with the mine in South Korea that opened two months ago.
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@SAUgut777 It's bouncing back a little. I'm also thinking about getting back in. I sold some after the sharp rise.
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@Sebbster Continue to keep these on hand and restock as needed.
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So we have a hobby in common, hahaha.
Well, I also think it's really helpful to learn from others—even from their mistakes—but in the end, you have to figure out your own strategy, the one that works best for you. Good luck!!!
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AGNC Is Love
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