Andrew was a guest on Monday Night Live with Nathanial Bibby. Monday Night Live is a weekly web series that is broadcasted live on LinkedIn, Facebook and YouTube every Monday.
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To determine a World Class Company, we focus on one measure, Profitable Growth. This is a composite of two measures that matter most regarding share-price performance: Profitability and growth relative to global sector peers.
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Chongqing Changan Automobile Company Limited (000625 SZ): Profitable Growth rank of 1 was up compared to the prior period’s 5th rank. This is World Class performance compared to 980 large Cons. Disc. companies worldwide.
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One of the biggest challenges an investor faces right now is what to do with the US stock market. It is expensive, but the US Government and the Fed seem willing to do anything to keep the market from crashing. My conclusion at this point is that I will ride the US market up a bit further.
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All Weather Strategy: Andrew was live with FINNOMENA and talked about riding the stimulus-led recovery, how inflation extends the 12-year US market rally, and why we favor commodities and Western equity.
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Camel Group Company Limited (601311 SH): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 1,430 large Industrials companies worldwide.
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I asked in a poll, “What US S&P500 average annual return do you expect over the next 10 years?” At the most extremes, 18% expected greater than 10%, while only 7% said less than zero percent. The majority said from 5-10%. In fact, most people see strong positive returns going forward.
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Daikokutenbussan Company Limited (2791 JP): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 580 large Cons. Staples companies worldwide.
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Accelink Technologies Company Limited (002281 SZ): Profitable Growth rank of 3 was up compared to the prior period’s 4th rank. This is above average performance compared to 660 large Info Tech companies worldwide.
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All Weather Strategy: The All Weather Strategy slightly underperformed a traditional 60/40 portfolio in June 2021. Western economies continue to reopen, and we tilt our 65% target equity allocation to US and Developed Europe. Expect strong commodities demand from Western and Chinese recovery; target allocation at 25%.
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