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US Leaders — Target portfolio structure 

The section contains info on TOP-40 US non-financial companies. These companies are part of the US Leaders strategy. Results of this strategy are shown at the bottom of the page

A little bit more detailed overview of our US Leaders strategy and rationale behind it can be found through the link

Introduction to the US Leaders Growth Strategy


 

Actual Performance

Portfolio (USD) and S&P500
dynamics

PeriodStrategyS&P500

Day -1.3%+0.3%

Week -7.7%-4.6%

Year to date -0.1%+1.9%

Since inception
(August 2019)
+13.2%+15.6%

Portfolio (USD) and S&P500 dynamics (%)

US Leaders — Screener 

Company
Price and
change
Year div-d yield
FCF Yield LTM
Last growth
Revenue/EBITDA
AVG growth
last/hist
EV /
LTM
EBITDA
(p75)
Express
potential
Next GAAP report
Value creation
Technology
Payments
Hardware
Software
Communications
Entertainment
Consumer Brand
Food
Retail
Pharma
Equipment

In green are highlighted the companies included in the target portfolio, i.e. satisfying one of the conditions:
(1) show accelerated financials growth (average between revenue growth and EBITDA growth) and cost on the EV/EBITDA bases less than historical 75% percentile
(2) create fundamental value of more than 15% (see the details on the company page)

Market Attractiveness Index

Market Attractiveness Index calculated as average express-upside for TOP-5 US companies with highest potential

High values of index (>30%), indicate favorable moments for additional cash contributions to the stock market / stock purchases

Current value of the Index is 54.3%
(good time to start investing)