Investing to become financially independent
Investing to become financially independent
Discover Sumiken Mitsui Road, an undervalued Japanese company that excels in construction, civil engineering and real estate. With a fast-growing dividend and solid fundamentals, this company offers a potential for a doubling of its share price and represents an attractive investment opportunity in a defensive sector.
Investment Opportunities: Why Sumiken Mitsui Road (1776:TYO) Could Double Soon Read More »
EXOR NV, controlled by the Agnelli family, is one of Europe's leading investment companies, with a net asset value of several billion dollars. With major stakes in companies such as PartnerRe and Fiat Chrysler Automobiles, EXOR adopts a long-term investment strategy that outperforms even Warren Buffett's Berkshire Hathaway.
Analysis of Exor (EXO:MIL) Read More »
TOMOKU, a Japanese corrugated packaging supplier and residential construction player, stands out with a particularly attractive valuation with solid financial ratios. The company, which displays robust financial health and positive cash flows, has significant growth potential in resilient business sectors.
Tomoku Analysis (3946:TYO) Read More »
This Japanese conglomerate Broadcasting System of Niigata, active in radio-television, hospitality and real estate, presents a very attractive valuation with solid financial ratios and significant growth potential. The company's excellent cash reserves and financial stability, combined with a currently undervalued share price, suggest a possible strong rise in the stock in the coming years.
Check out the latest updates to our asset allocation with few notable changes this month. The main change is the bond allocation which is now converted to cash.
Monthly asset analysis: notable changes in bond allocation Read More »
In this article, the author shares his experience of reorganizing his portfolio to better navigate a volatile stock market. Through increased diversification and carefully selected investment choices, he hopes to achieve superior performance while reducing volatility.
Diary of a future annuitant (54) Read More »
Discover the new composition of my investment portfolio after several weeks of reshuffling, with a significant portion of cash still to be invested. This update provides a detailed overview of current positions, including international equities and quality names, while explaining my conservative long-term allocation strategy.
Portfolio development: status of securities Read More »
Discover my monthly in-depth analysis on portfolio diversification, covering bonds, gold, real estate and equities from developed and emerging markets. I share my target tactical allocations and investment strategies between cash and invested positions, with a particular focus on ETFs and direct equities.
Monthly Asset Allocation Read More »