HOW A CONCENTRATED PORTFOLIO OF GLOBAL BRAND NAME COMPANIES IS FARING IN THIS CHALLENGING MARKET

August 5, 2022

Global value investor Tom Russo says today’s investment environment is the most challenging of his 40-year career. He explains why his core companies are up to the challenge.

WEALTHTRACK Episode #1906 broadcast on August 05, 2022

Listen to the audio-only version here:

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THOMAS RUSSO

  • Managing Member & Portfolio Manager, Semper Vic Partners,
  • Managing Member, Gardner Russo & Quinn

ACTION POINT

DO AN OBJECTIVE REVIEW OF YOUR PORTFOLIO

Award-winning financial advisor Mark Cortazzo’s recommendations:

  • If starting with a clean slate, is this the portfolio you would build today?
  • If yes, great!
  • If not, make some changes that reflect the new realities, not the old ones.

ONE INVESTMENT

UNIQUE SHARES

Buy: Berkshire Hathaway Inc Cl B (BRK.B)


STOCKS

  • Berkshire Hathaway Inc Cl A (BRK.A)            
  • Nestle SA Sponsored ADR (NSRGY)        
  • Alphabet Inc Cl C  (GOOG)         
  • Mastercard Inc Cl A (MA)                    
  • Philip Morris International Inc (PM)          
  • Heineken Holding NV ADR (HKHHY)
  • Anheuser-Busch InBev SA ADR (BUD)
  • Compagnie Financiere Richemont SA (CFRUY)
  • Pernod Ricard SA ADR  (PRNDY)
  • Brown-Forman Corp Cl A (BF.A)
  • Martin Marietta Materials, Inc. (MLM)  

ARCHIVE

Thomas Russo from the WEALTHTRACK archives:


WEB EXTRA

CALM OPTIMISM

Great value investor Tom Russo explains why he is able to remain calm and optimistic no matter what the market environment. 


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