Portfolios for value investors to consider

The shares within the Free Cash portfolio are proven under and the portfolio is mentioned in more detail over here.

The portfolios are primarily based on inventory screens of differing ranges of complexity which might be described intimately in separate articles and compiled here.

I hope to replace the portfolios each two to 4 weeks, with allowances made for the weird intervals that life supplies – and a trip from time to time.

Spotlight Portfolio

Portfolio Updates

Notes:

• Data from Bloomberg as of the shut of March 9, 2026.
• Norm has an curiosity in among the shares proven. Yield = indicated dividend yield, Volatility = annualized volatility over the previous 260 days, P/E = worth to earnings over the previous 4 quarters, P/CF = worth to money move over the previous 4 quarters, P/B = worth to e book value, six (or 12) month return = complete return over the previous six (or 12) months together with reinvested dividends, EV = enterprise value, EBIT = earnings earlier than curiosity and taxes over the previous 4 quarters, CF = money move, FCF = free money move, Market Cap = market capitalization in thousands and thousands of {dollars}, costs for .U shares on the TSX and US portfolios are offered in US greenback phrases.
• Company names have been abbreviated.

A Customary Caution

Use our portfolios and inventory screens as a place to begin for additional analysis. Be positive to enhance your understanding of every firm by learning it and its business in additional element. Confirm the info right here earlier than utilizing it.

The shares talked about right here ought to solely be used to complement a really broadly diversified portfolio. When shopping for particular person shares, solely make investments what you possibly can lose with out consternation.

Watch your step with shares that commerce sometimes, and people with low share costs, as a result of they could be troublesome to purchase or promote in an economical method.

Before dashing off to the market, acknowledge the built-in limitations of quantitative strategies equivalent to ours. For occasion, much less tangible elements equivalent to the standard of an organization’s administration can typically assist – or hinder – a enterprise.

And whereas we hope our portfolios obtain comparable returns to these within the back-tests, the market is not that predictable. Even in one of the best circumstances, we count on outcomes to be bumpy and a few particular person shares will disappoint. We would certainly be happy for the portfolios to outperform the market over the course of some a long time.

Be conscious that the creator doubtless has an curiosity in among the securities talked about herein and will commerce them, after delays each earlier than and after publication, with out discover.

The screens typically decide up firms which might be within the means of going non-public, merging with one other firm, or present process another company motion. While such firms are included within the backtests, investors may take into consideration skipping them when wanting for new investments.

Norman Rothery, PhD, CFA, is the founding father of StingyInvestor.com.

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