In July 2022, we published 9 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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Ooredoo QPSC (QRDS UH): Profitable Growth rank of 8 was up compared to the prior period’s 9th rank. This is below average performance compared to 270 large Comm. Serv. companies worldwide.
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Andrew Stotz talks with Dr. Mustafa Shraim of Ohio University about Deming’s approach to variation, comparing it to Lean and Six Sigma.
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International Holding Company PJSC (IHC UH): Profitable Growth rank of 2 was down compared to the prior period’s 1st rank. This is World Class performance compared to 610 large Cons. Staples companies worldwide.
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Regional Container Lines Public Company Limited (RCL TB): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 1,510 large Industrials companies worldwide.
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Inflation and recession concerns were in focus. All Weather Alpha Focus was 4.2% below 60/40 and 1.0% below World Equity in June due to our 20% tilts to Energy and Commodities.
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The All Weather Strategy: Inflation and recession concerns were in focus. Performance: On par with a 60/40 portfolio in June. War in Ukraine, recovery demand, and supply-chain bottlenecks to drive commodities and gold.
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