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how to build a winning portfolio, according to city experts

February 5, 2024 – 19:53

While Federal Reserve Chairman Jerome Powell ruled out an imminent rate cut, some US companies presented balance sheets. Given this situation, in which stocks should it be invested?

Cedears: how to put together a winning portfolio, according to city experts

There is at least two events that they influenced with force in Wall Street in recent days: on the one hand, the Fed’s decision to keep interest rates at the current level and, on the other, large technology and oil companies released their quarterly results. Given this is that Ambit he asked himself: how to put together, in this context, a competitive portfolio with cedarstaking into account on the one hand, industry sectors and, on the other, the investor profile.

It should be noted that on Wednesday, the US Federal Reserve (Fed) maintained its reference rates in the range of 5.25-5.50%, and said that we still have to wait for the long-awaited cycle of cuts. And on Thursday, for its part, Big technology companies released their quarterly results: Manzana disappointed investors while amazon exceeded expectations. But, without a doubt, the one that stood out was Goal that, after the presentation, its shares flew 20%.

Cedears: what to invest in sector by sector

“I would continue to prioritize the technological onesfor the good moment they are having and for the numbers they presented,” he told Ambit, Gustavo Neffa, Director of Research for Traders, but it also provided the recommended companies taking into account each sector:

  • NON-DISCRETIONARY CONSUMPTION: Coca Cola (KO), Johnson & Johnson (JNJ) and Procter & Gamble (PG).
  • HEALTH: Abbot (ABT).
  • INDUSTRIAL: Caterpillar (CAT), 3M (HMM), Deere (OF).
  • BASIC GOODS: Barrick Gold (GOLD) and OK (OK).
  • FINANCIAL: Berkshire Hathaway (BRK B)
  • MEDIUM CAPITALIZATION TECHNOLOGY: Qualcom (QCOM), Taiwan Semiconductor (TSM), Free market (MELI) and Globant (GLOB).
  • DISCRETIONARY CONSUMPTION: tesla (TSLA), Netflix (NFLX) and McDonald’s (MCD).

Cedears: conservative profile vs. aggressive profile

Now, if the investor is looking to put together a portfolio taking into account their profile, from IOL investonlinemade their suggestions:

  • For a conservative/moderate portfolio they chose the Cedear S&P500 ETF since “this fund seeks to replicate the behavior of one of the most important benchmark stock indices in the United States. It, like the index it takes as a reference, stands out for its positioning in high market capitalization companies.” Also to include in this portfolio, they selected Dow Jones ETF (DIA) because “it is the oldest market index in the United States. It is made up of 30 top-tier US stocks” and Pepsico (PEP)a leading food and beverage company.
  • On the other hand, if you seek to assemble an aggressive portfolioincluded: Russell 2000 (IWM)because it is an ETF that replicates an index of companies with a lower market capitalization in the United States that “can benefit from an incoming panorama that allows them better access to credit and lower inflationary pressures. And, for this same objective, they also incorporated Amazon (AMZN) because it is the most important e-commerce platform in the world, Bank of America (BA.C) since “by 2024 we look favorably on the United States financial sector” and the Cedears ETF SPY.

Cedears: How to build a portfolio that pays dividends?

PPIfor its part, in its latest Cedears monitor, also announced their investment portfolios according to the objective. So to put together a portfolio that pays good dividends selected: Exxon, Chevron, Barrick Gold, Bank of America, Coca Cola, Johnson & Johnson, Procter & Gamble, Verizon Communications, JP Morgan, and Dow.

Or you can also invest in other portfolios, like the one with the name Warren Buffett which includes companies in which the most important analyst in the world invests, which are: Apple, American Express, Bank Of America, Chevron, Coca-Cola and Occidental Petroleum.

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