🏆 Best Stock Picks

Updated
4 months ago

My best stock picks for each industry. Great buy-and-hold forever. You can find many of them in my All-Weather Portfolio.

🛒 The World's Best Consumer Stocks

I believe that consumer staples stocks will prove once again to be a reliable sector amidst the current financial landscape. Irrespective of the economy, consumer goods remain essential that we all need on a daily basis, providing stability and steady demand for these stocks.

🍦 Best Consumer Goods Stock in Europe

$UL, a global consumer staples giant, founded 1930
brands: Dove, Knorr, Wall’s, Magnum, Domestos
consistent revenue and profit growth
emphasis on sustainability
high/stable dividend & low PE
full review

🧼 Best Consumer Staples Stock In The U.S.

$PG, established in 1837, revenues of $82 Bio US
brands: Always, Ariel, Braun, Gillette, Pampers, Olay
one of the most recognized consumer staples firms
a diverse portfolio of renowned brands
delivering consistent revenue growth
strong focus on innovation
read more

🍺 Best Alcoholic Beverage Stock

$BUD, founded in 1852, revenues of $54.6 billion
brands: Budweiser, Corona, Stella Artois, Beck’s, Michelob Ultra
a leading global brewer and beverage company
a diverse portfolio of iconic beer
embraces innovation and brewing excellence
read more

🏙️ The Best REITs In The World

I believe once central banks are done raising interest rates, REITs will once again become a secure sector amidst the ongoing financial uncertainties. The stability and income potential offered by REITs make them a reliable option for investors seeking to protect and grow their wealth.

🏡 My Stock Pick For The Best Residential REIT In Europe

$VNNVF, leading E.U. residential REIT, founded 2001
$7 Bio US in rental income from 400,000 apartments
strong presence in Germany, Austria and Sweden
consistent revenue growth + efficient management
a favorite stock pick among income investors
read more

🏠 Best Residential REIT In The U.S.

$AVB, a prominent residential REIT in the U.S.
develops multi-family apartment communities
robust portfolio to deliver high-quality experiences
Since its IPO returned 13.4% to shareholders
read more

🏢 Best Commercial REIT In The U.S.

$O, known as “The Monthly Dividend Stock”
rental income 2022 of $3,6 Bio US
primarily focuses on net lease properties
portfolio consists of retail, industrial, and office
consistent dividend payments for +50 years
a top stock pick of many dividend investors
read more

🏬 Best Commercial REIT In Asia

$LKREF, Asia’s largest REIT, listed in Hong Kong
rental income of $1.56 Bio US in 2022
focuses on retail properties, malls, and car parks
very strong market position, stable rental income
also owns properties in London, Australia, Singapore
read more

🏬 Best Commercial REIT In Europe

$AANNF, a leading European real estate company
rental income in 2022 of $1.8 Bio US
specializes in commercial properties
office buildings, hotels, and retail spaces
focuses on prime locations in Europe
strong financial performance
read more

📦 My Stock Pick For The Best Self-Storage REIT

$PSA, by far the world’s largest self-storage REIT
a vast network of locations throughout the U.S. & EU
stable, recession-resistant rental income
strong financial performance & industry leadership
geographically diversified via Shurgard in Europe
read more

Buy gold & silver bullion - Goldbroker.com

🚙 The World's Best Transport Stocks

I believe that transport stocks will witness a resurgence and serve as a promising sector amidst the evolving economic landscape. Whether it be car manufacturers, car rental companies, railroad, or shipping services, such stocks present an opportunity for investors to capitalize on the ever-increasing demand for transportation.

🚘 My Top European Car Stock Picks

$BMWYY, renown German luxury car brand
strong brand recognition & innovative technology
global revenues of $159 Bio US
also owns MINI and Rolls-Royce brands
a strong fleet of EV-cars
read more

🚙 The Best Car Rental Stocks

$SIXGF, leading car rental firm with sales of $3,5b
offers a wide range of transportation services, including rental, ride-hailing, car sharing & leasing
strong brand reputation & global presence
innovative digital solutions
one-of-a-kind shareholder discount program
read more

🚂 My Top Railroad Stock Picks

$UNP, largest railroad company in the U.S.
revenues of $24,7 Bio US
provides freight transport services across 23 states
extensive rail network and efficient operations
strong customer base with consistent revenue growth
read more

🚢 The Best Container Shipping Stocks

$AMKAF, a global shipping and logistics company
founded in 1904 in Denmark
operates one of the largest fleets in the world
a favorite stock pick among E.U. dividend investors
revenues of $81 Bio US with $29.3 Bio in net income
read more

Other Sectors

There are industries with terrible fundamentals, and there are industries with great fundamentals. As a longterm-oriented dividend investor, I only try to pick stocks in industries with such favorable fundamentals. Below are a couple of the sectors I like:

⛱️ My Top European Insurance Stock Picks

$ALIZY, global insurance powerhouse, HQ in Munich
strong presence in insurance and asset management
robust financial performance & global reach
strong brand reputation
a favorite stock pick among income investors
read more

🏗️ The Best Industrial Conglomerate Stocks

$SIEGY, leading German multinational conglomerate
energy, healthcare and industrial automation
diverse portfolio and technological expertise
innovative and efficient global solutions
strong financial performance and balance sheet
revenues of $76,9 Bio US + net margins of +11%
read more

🧪 Nr. 1 Stock Pick For The Best Chemical Company

$BASFY, the world’s larest chemical company
wide range of products spanning from chemicals, plastics, agricultural solutions, and oil & gas sectors
renowned for delivering innovative solutions
strong financial performance with consistent growth
revenues of $82 bio and a dividend yield 8.4%
read more

📺 My Top Entertainment Stock Pick

$DIS, globally recognized entertainment & media firm
multiple iconic brands and franchises
portfolio includes film, television, theme parks, merchandise and games
strong presence in the entertainment industry
ability to create compelling and beloved content
global sales of $87,8 Bio US
read more

💊 My Best Pharma Stock Pick

$ABBV, produces Humira, best-selling drug worldwide
robust portfolio of medications across many areas
strong foundation for revenue stability and growth
innovative/promising pipeline of potential new drugs
revenues of $56 Bio US with very health free cashflows
read more

☎️ The Best Telecom Dividend Stock

$T, a well-established telecommunications company
revenues of $120 Bio US, and $12 Bio in free cash flow
diverse revenue streams & strong expansion into 5G
substantial free cash flow to service its debt
favorite stock pick among long-term dividend investors
read more

👜 The Best Luxury Stocks With Dividends

$PPRUY, with sales of $22 Bio USD & margins of 75%
fantastic brand portfolio: Gucci, Saint Laurent, Bottega Veneta, Alexander McQueen
exciting growth prospects over the next decade
global expansion by all of the group’s top brands
exciting digital experiments (virtual Gucci bags)
read more

⛏️ Natural Resource Stocks

Given the current era of excessive money printing, I am confident that natural resource stocks will witness a resurgence and emerge as a favorable sector to safeguard investments. Below are my favorite natural resource stock picks.