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My stock portfolio with 10 stocks for future growth
September 4, 2022
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Inflation is rampant worldwide. Nevertheless, I believe that – in these difficult times – equity markets still offer the best investment hedge against inflation and excellent long-term return potential for carefully selected stocks.
Market capitalization (£ billion)
YTD % performance
% performance of one year
Three years % performance
Oil, gas exploration
Mining and Trading
Supplier of the energy industry
As of 31.8.22
On an equal invested value basis, the portfolio has grown by 69.6% over the past three years (+19.2% per annum). While past performance is no guarantee of future performance, I expect the overall portfolio to outperform the FTSE 100 and FTSE 250 indices over the medium to long term.
One or two stocks can disappoint. Therefore, I will actively manage the portfolio and replace any stocks whose prospects are deteriorating.
A British-Swedish multinational pharmaceutical and biotechnology company. It was at the forefront of the rush to develop and distribute a vaccine for Covid-19. Its innovative medicines are used by millions of patients worldwide.
A UK parent company of global insurance companies. It underwrites a diverse insurance and reinsurance book for customers and is the market leader in many of its chosen lines.
A British multinational distribution and outsourcing company. More than 50% of its activities are in the food service and food retail sectors.
Capricorn Energy (formerly Cairn Energy)
A British oil and gas exploration and development company. Despite Britain’s net-zero targets, as green billionaire Elon Musk puts it, “civilization would crumble” if the world stopped drilling for oil and gas.
An Anglo-Swiss company. One of the world’s largest globally diversified natural resources companies, both a mining company and the world’s largest commodity trading company.
A UK based supplier to the oil and gas industry.
A global pharmaceutical company specializing in developing drugs for the treatment of substance use disorders and serious mental illness.
An international private hospital group with hospitals in South Africa, Namibia, Switzerland and the United Arab Emirates.
A British contractor for the provision of government services, primarily in the healthcare, transport, justice, immigration, aerospace and defense sectors. 55% of the company’s turnover is generated outside the UK.
SSE, formerly Southern and Scottish Energy, is a multinational energy company that operates power plants and offshore wind farms in the UK and has a hydroelectric plant in Scotland.