I think it's a really good portfolio. I honestly cannot see one company and maybe Procter Campbell is the only one I might not have in this type of portfolio. The short answer is yes, I just don't have any money left this month anymore to buy. Are you guys buying insurers like ASR, NN, and legal in general? Great starting yield and growing.
In this week's episode, we discuss 5 companies in our portfolios that we don't feel comfortable owning going into a recession.
News of the week includes Novo Nordisk Market cap which now exceeds Nestle. And Unilevers Shrinkflation on Ice cream.
Companies mentioned From EMF are HPQ, Danone, BASF,
The companies mentioned by EDGI are Omega HealthCare and 3M.
Reference Material -
chowder rule Archives - European Dividend Growth Investor (europeandgi.com)