Portfolio tool

The portfolio below constitute a sample only, of how each user can create any portfolio for own monitoring and use. The portfolio is not in any way subject for active portfolio management, describing only a situation at a specific point in history, and hence, is not a recommendation, and do not enable imitation of the portfolio or a therein presented strategy.

The ’Hall of Fame’ of the New York Stock Exchange. This portfolio will probably be a good starting point for those who, for one reason or another, wish to invest in US equities. These are the 30 stocks that are the current constituents of the legendary Dow Jones Industrial Average-index. An investment of 50.000 euros in this portfolio gives its owner a share of 14 609 euros in the book value of the portfolio companies shareholders equity, a share in net earnings of 2 732 euros and a dividend income of 1 106 euros. The valuation of the portfolio cannot, however, be viewed as cheap and it is also valued fairly high in a historical comparison. (10.6.2022).

This content does not constitute investment research, financial analysis or investment advice. The content may not be considered as a recommendation to either buy or sell a stock or other investment instruments. No guarantees regarding the correctness of the content of can be given. In case the user wants to form an opinion regarding a stock or some other investment instrument for a possible investment decision, the user is herself responsible for this. In this case we recommend that the user, either by his own or together with his/her possible investment adviser, gathers additional information regarding the matter. Zenito Oy publishes content regarding subjects Zenito Oy considers interesting from some perspective. This does not mean that the subject, viewed objectively, is interesting or relevant.