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

August 5, 2022

Part 1 of 2

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.

Part 2, a discussion on the influence of Warren Buffet, can be found here.

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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