Ultimate Stocks Portfolio: Q1 2021 update
Having delivered a stunning performance in 2020, with the portfolio up 21%, the first quarter of 2021 proved more of a struggle for our Ultimate Stocks Portfolio, with the rotation to ‘so-called’ value stocks seeing weakness in the shares of some our high-quality companies. Nevertheless, we remain confident that our Ultimate Stocks Portfolio will continue to deliver significant outperformance in 2021 and beyond, as has been the case for several years. Our update here covers the big movers in the quarter.
Our Ultimate Stocks have been selected on the basis, of their strong growth (actual and prospective), market leading operating margins and returns on capital and excellent cash generation. The vast majority hold strong positions in their sectors and possess considerable economic moats.
While we acknowledge that the valuations of some look stretched on simplistic measures, we have come to realise over recent years that quality is worth the premium.
On average, the share price of…
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