Investing in 2022: The BS Analysis Department comments on its choice of American companies to align their position in the market in order to maximize profits.
Investment strategy for American companies February 2022:
The goal is not to hit any target in particular, but to choose those high-value securities and operating funds that offer the best possible return on equity returns (analysis + dividends) to the shareholder in the medium term. As far as possible, since it is 100% flexible with only 100% flexible options, asset protection is given priority over other potential goals. It is important to note that the return of the DJI-30 and S&P 500 indicators is shown for graphic purposes only.
The Top USA Selection is made up of a minimum of 10 stocks and a maximum of 20 stocks on the NYSE (New York Stock Exchange) list, preferably listed in the S&P 500 or DJI-30 indices, offering a higher chance of meeting and the following 2 conditions. :
- The growth of long-term sustainable profit (EPS) above the market rate and / or its sector.
- Door shareholder return (review + shares) is attractive in terms of perceived risk.
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Changes to the portfolio of American models:
- Outside portfolio: CROWDSTRIKE, ON SEMICONDUCTOR, MICRO TECHNOLOGY, WALL BOX, PVH.
- Enter portfolio: WELLS FARGO, CONOCOPHILLIPS, ELECTRONIC ARTS, BOOKING, AT&T
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Selected American stocks: investing in 2022
- Well Fargo
- J. P. Morgan
- Electrical art
- Visa
- Microsoft
- Salesforce
- AT & T
- Taiwan Semiconductor
- ConocoPhillips
- Este Lauder
- booking
- Fortnite
- Pfizer
- Nvidia
- American Bank
- Nike
- Airbnb
- Manzana
- Morgan Stanley
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Top USA Selection Portfolio Appearance:
The Fed is accelerating the withdrawal of incentives to combat inflationary pressures. The market is currently slowing down the five price increase by 2022 (up to 1.25% -1.50%) and the start of the balance sheet (Quantitative Tightening). T-Note TIR returns to levels not seen since the epidemic began (1.88%). Travel restrictions soften the soft features of the Omicron variant. The price of power remains high due to political tensions in Ukraine. Corporate profits improve compliance rates, but to a lesser extent than in previous segments. As a result, stock markets fell (S&P -5.3%, DOW -3.3%) and especially the Nasdaq 100 (-8.5%).
Top Selection registers a decline of 8% per month, due to its biased formation in growth rates. The collapse of WallBox (-26%), Fortinet (-17%) is significant. Nvidia (-17%) or semiconductors (-13%). On the other hand, banks showed progress on the month (BOA + 3.7%), Morgan Stanley (+ 5.2%), and Visa (+ 4.4%).