Thursday, August 16, 2012

OFFSHORE INVESTING - OUR MODEL PORTFOLIO

It is often said that offshore investments are a vital component of any portfolio. We would like to share with you what our offshore holdings are in our managed offshore portfolios.

Each of the following stocks is approximately 8 - 10 % of the total portfolio. Also indicated here are the prices at which we purchased the shares.

Apple Inc $610
Source: finance.yahoo.com


Biogen Idec Inc $145
Source: finance.yahoo.com


CF Industries Holdings Inc $205
Source: finance.yahoo.com


Equinix Inc $178 
Source: finance.yahoo.com


WW Grainger Inc $205,99
Source: finance.lesaffaires.com


Mawson Resources Ltd $1,50
Source: finance.yahoo.com


Novo Nordisk A/S $155
Source: finance.yahoo.com


Panera Bread Company $155
Source: finance.yahoo.com



VISA Inc $139,50
Source: finance.yahoo.com



V.F. Corporation $150
Source: finance.yahoo.com


Valmont Industries Inc $126.79
Source: finance.yahoo.com


It is our feeling that all of the above stocks can be cycled into now if they are not already in your portfolio. All of the stocks above have met our fundamental requirements for investment and we should see a good return on our portfolio. 



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