[Sovanna]

Good evening everyone,

Here is my portfolio for the anti crash contest:

1. Nestlé (SWX: NESN), world leader in agri-food. The company, seeing that Europe is sagging, is actively moving towards emerging countries. For a shareholder in the euro zone, it is a stock to put at the bottom of the portfolio due to the high value of the Swiss franc. Other strong points: dividend increasing year after year and reputation of its brands (Nespresso, Nesquik, Buitoni, Perrier, etc.).

2. McDonald's (NYSE: MCD), leader in fast food restaurants. In its domestic market, the company is struggling but remains the leader despite Burger King, Subway and Mexican restaurants. However, it has a dominant position in Europe and emerging countries by adapting to the national culinary tradition. Other strong points are the reputation of its menus, whose prices are very low, and its transgenerational character.

3. Gold Bullion Securities (GBS). This is a tracker that tracks the variation in the price of an ounce of gold in euros. Why this choice? Its safe haven character in times of crisis, inflation or deflation.

4. Potash Corp (NYSE: POT), a company specializing in agricultural commodities, particularly potash. This choice is justified by population growth. To put it simply, I do "top down" stock picking, that is, investing based on tomorrow's macroeconomic trends.

5. Alamos Gold (TSX: AGI), a gold mining company with projects in Mexico and Turkey. Benefit from the leverage effect of the gold price per ounce, which I don't see collapsing anytime soon.

Sincerely.

[Author]

Posts