My stock portfolio with 10 stocks for future growth

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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.

My portfolio

FTSE Part Code Market capitalization (£ billion) Industry YTD % performance % performance of one year Three years % performance
100 AstraZeneca AZNO 175.8 Medicines 24.15 26.51 47.23
250 Beazley BEZ 3.5 Insurance 22.13 45.24 0.00
100 Bunzl BNZL 10.6 Distribution, logistics -0.35 8.33 42.82
250 Ibex CNE 0.7 Oil, gas exploration 25.97 22.39 42.21
100 Glencore GLEN 64.9 Mining and Trading 30.36 49.76 108.12
250 Hunt HTG 0.5 Supplier of the energy industry 68.44 39.02 -37.64
250 individual INDV 2.1 Medicines 12.06 45.31 377.45
250 medical clinic MDC 3.7 Health 55.56 58.12 46.85
250 Serco SRP 2.1 Government services 32.17 33.56 21.93
100 SSE SSE 19.4 Power generation 2.51 2.30 46.87
wallet As of 31.8.22 27.30 33.05 69.58

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.

AstraZeneca

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.

Beazley

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.

Bunzl

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.

Glencore

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.

Hunt

A UK based supplier to the oil and gas industry.

individual

A global pharmaceutical company specializing in developing drugs for the treatment of substance use disorders and serious mental illness.

Mediclinic International

An international private hospital group with hospitals in South Africa, Namibia, Switzerland and the United Arab Emirates.

Serco

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

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.


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