My All Weather Portfolio

My ’12 Never Sell Stocks’ above. Full portfolio below.

My Goals

1️⃣ Focus On The World’s Best Buy & Holder Forever Stocks 
2️⃣ Avoid single stocks with a high chance of disruption 
3️⃣ Find Companies with Excellent Industry Fundamentals
4️⃣
Don’t pick stocks, but be an owner of Great businesses

Portfolio Charts

Below a few charts helping to illustrate my industry allocation and showing my portfolio positions in more detail.

What is An All Weather Portfolio?

Quick preface:  I’m not referring to Ray Dalio’s All-Weather Portfolio, but a modified definition.

All Weather Portfolio - Inspired By Ray Dalio

When I spend time in our small vacation home in the Alps, I love a good winter storm. I then stay indoors, and just watch the snowfall. It’s then, that I simply feel blessed to have a nice fireplace we use often.

The feeling of sitting in front of a fire has something meditative. I then make myself a hot pot of tea, watch the winter storm, and enjoy the feeling that the harsh weather doesn’t bother me

It is all just part of nature. We can not control the seasons, they just come, and go.

And markets behave in similar ways. There are bullish and bearish phases. Inflationary and deflationary times. Ups and downs. We can choose to be bothered by those, or simply sit by, drink tea, fire burning in the background, and watch it pass.

My All Weather Portfolio consists of the best buy-and-hold-forever stocks. I try to find companies with wide moats and businesses not required to constantly re-invent their products. 

As a long-term income investor, I want to build up a constant income stream, that produces income for me in good and bad times.

All Weather Portfolio Dividend Stocks Fireplace 2023
Time In The Market Beats Timing The Market.

Ken Fisher

My Investment Thesis

For 99% of all investors, the best approach is to dollar-cost-average into the Vanguard Total Stock Market Index Fund ($VTSAX). A sweet and simple strategy. 

However, it’s also a very boring strategy, and I don’t want to be part of the boring ‘99%’. I am a self-taught DIY Investor, trying to do things differently.

Besides having worked effing hard, I also avoid money managers, because no one will care for my money better than I do. So I take matters into my own hands and am a DIY-investor. 

I build a quite extensive portfolio of commodity stocks, as well as uranium stocks. I find great joy in researching the best companies in the best regions and industries, and allocating the amount of money I like to.

At the moment, my All-Weather Portfolio only represents 6% of my total Net Worth, however, I aim to increase that to 50% by 2025. 

My Digital Asset Portfolio represents 21% of my total assets.  I plan to bring this down to 15%, freeing up 600k USD All-Weather Portfolio.

1  My strategy is dividend-centric. My goal is to receive dividends from fortress-like dividend machines. I stick to companies that will still be around in 50 years. That means no tech, banks, retailers, or cars. All Too Hard! I like businesses that I pay to not change their product every week. Think Lays Potato Chips. Heinz Ketchup. Milka Chocolate. 

2  I invest internationally, in particular in developed countries. I only consider companies I have a very high conviction in that they will outlive me. Therefore, I stay away from tech stocks (Nokia, Kodak, etc.). I invest in companies creating products that don’t have to be changed all the time.

3  I only invest in companies that do good and have great management teams with proper values. No weapons. No tobacco. No sin stocks.

4  I understand that the human side is the greatest enemy of the average investor. Fidelity’s best-performing accounts are those people literally forgot their passwords or died.

5  I plan to ‘never sell’ any of my all-weather dividend machines and ride through any market weaknesses. I may allocate free funds from dividends as I see fit.

Check out my investment ideas on the updated 🏆 Best Stock Picks page.

 

Dividend Calendar

Check out my dividend calendar, showing all the dividends I’m getting from my All-Weather Portfolio.

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