Portfolios


Quality companies

&

Quality dividends




Buy & hold


Buy & Hold / Dividends

Mainly we analyze and invest in large companies with quality dividends considering the following aspects, among others:

Sector advantages, competitive advantages, company outlook/guidelines, auditor reputation, revenues, earnings and margins, shares dilution, PER or P/FCFS, EV/EBITDA, Net debt/EBITDA, asset light, capital allocation, track record of management and alignment, organic/inorganic growth, dividends, ROIC/ROE, behaviour in crisis, comparable companies, acquisitions…

This buy & hold strategy with quality companies and quality dividends provided us with recurring incomes which allow to have new capital to invest regularly and increase our portfolio permanently.




Other companies


Small and medium size growth companies
We can invest in small and medium size growth companies from a wide range of countries and sectors. Although it doesn´t match our long term strategy we analyze deeply companies with explosive growth potential that can make a difference in our capitalization risking small capital.

Options and futures
Equally, options and future are used to capitalize us with a small part of our liquidity.


Liquidity


ETFs
Liquidity is mainly deposited in monetary ETFs. Meanwhile we decide to invest or new opportunities can arise, we put available liquidity mainly in  monetary ETFs so we can use this capital easily to invest.


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