Porteføljeværktøj

Porteføljens indhold og afkast

Ten UK equities to ’ten year low’-prices. The UK stock market has followed a partly different path compared to many other western markets during recent years. As a consequence of the prolonged Brexit-process and the subsequent pandemic crises the price levels of a number of UK equities got distorted. This portfolio consists of a selection of, primarily larger, UK companies representing a variety of industries that together form a portfolio that has a negative return for all time intervals recorded in Zenostocks portfolio report. This might be of interest because the fundamentals and financial condition of the companies in the portfolio do not appear to fully justify this ‘ten year low’-valuation. An investment of 50.000 euros in this portfolio gives a share of 63 179 euros in the companies book equity (an amount that is double what an investor would have got for the last ten years on average). The portfolio pays its owner a good dividend of 2 131 euros or 4,25%. (10.6.2022)

Dette indhold udgør ikke investeringsanalyser, finansielle analyser eller investeringsrådgivning. Indholdet kan ikke betragtes som en anbefaling om at købe eller sælge et aktiebeløb eller andre investerings­instrumenter. Der kan ikke gives garantier for rigtigheden af indholdet. Hvis brugeren ønsker at danne sig en mening om en aktie eller et andet investeringsinstrument med henblik på en eventuel investeringsbeslutning, er brugeren selv ansvarlig for dette. I dette tilfælde anbefaler vi, at brugeren, enten af egen eller sammen med sin eventuelle investeringsrådgiver, indhenter yderligere oplysninger om sagen. Zenito Oy offentliggør indhold om emner, som Zenito Oy anser for interessante set fra et vist perspektiv. Det betyder ikke, at emnet, set objektivt, er interessant eller relevant.