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  • Galactic Advisors

Coffee Can Portfolio - Week 8

Week 8 of our Coffee Can Portfolio is already here. Remember - this is a 10 year journey. For those who haven't read the earlier posts, we request you to read those first.

Our Coffee Can Portfolio is essentially settled right now. No new purchases to report. Let's get straight to it and see how it's performing.

Let's look at our average price for each stock already purchased:

We're holding off for the remaining investment to see if there's any fall in the market. The markets have moved a little bit away from our target price - but patience is key.

Let's see what our Portfolio would like like based on the current prices as on 26 June 2020 (compared with our original Coffee Can Portfolio on the right).

You'll notice again that there's no major change in the portfolio. We're still holding off for our target prices so expect the final portfolio to more closely resemble the donut on the right.

Portfolio Watch

Let's see what our current portfolio value is:

Our portfolio is now up 3.5%. This could have been as high as 7% if we sold when markets were high. However, this is not an actively managed portfolio. 10 years is a long period of time and we're going to continue to hold the portfolio.

Inox and PVR continue being are heavy hitters - up ~11.6% and 8.5%. Page industries joins them with gains of 9.7%. Obviously, this means nothing right now. We're on a 10 year journey!

The above chart will be updated weekly so that you can see the movements in price over time.

We'll keep updating the numbers as we make the actual investments in the coffee can portfolio. Stay tuned for Week 9!

Our investment rationale for investments in Page Industries, Nestle and Britannia is available here. For the other companies, sign up in the footer below to get early access!