Half Year Portfolio Update
Since I'm Canadian, I can't have my portfolio on Commonstock :(
Portfolio Holdings and Weighting:
I track the KPI's for all my companies and then combine them using weighted averages and medians (for Leverage Ratio and Interest Coverage). I got the idea for this from reading Terry Smith's book "Investing For Growth." I have added FCF Margin on top of his original numbers.
Here is are my KPI's
Portfolio Additions In 2022:
Tencent Holdings Ltd., Topicus, Evolution AB
Portfolio Divestitures in 2022:
I only track price once per year on my year end report. I do this to keep my mind on the long-term. I've checked my portfolio performance 3 times this year, which might be too much tbh. I did 22.80% and 22.69% in 2020 and 2021. I expect this year to be much, much worse.
I have a more detailed description of my portfolio report on my Substack