2024 Portfolio Updates
The largest insurance holdings in my portfolio are Arch Capital Group and Kinsale Capital Group.
Shares of Arch Capital Group (ACGL) are trading at an all-time high.
Remember that Warren Buffett’s wealth is directly tied to his focused approach on the insurance business.
I will keep adding to both of these as long as I keep loving what I hear from management. Arch focuses on specialty insurance, the type most others avoid underwriting.
I also want to show Roper Technologies (ROP) again, a company I have talked about more than 30 times in 2024 alone and dubbed the “Mini Berkshire Hathaway.”
It’s a holding company that owns 28 subsidiaries that are all ranked No. 1 or No. 2 in their respective niches and were acquired by Roper’s management.
It’s the type of business I will probably still own in 40 years and add to every month. Roper Technologies (ROP) is trading at an all-time high.
93% Of Investors Generate Annual Returns, Which Barely Beat Inflation.
Wealth Education and Investment Principles Are Hidden From Public Database On Purpose!
Build The Knowledge Base To Set Yourself Up For A Wealthy Retirement and Leverage The Relationships We Are Forming With Proven Small-Cap Management Teams To Hit Grand-Slams!
Next is one of the companies I married in the previous decade: Cintas Corp (CTAS).
They say there is no such thing as a perfect business, but Cintas is probably the easiest slam dunk for risk-averse investors, and it keeps breaking all-time highs.
It sells America’s businesses essential equipment for the workday.
One of the most amazing things about Cintas is that its share price went sideways between 1998 and 2011 for a full 13 years without appreciating at all!
My portfolio is loaded with financial companies (insurance, finance, investments, and credit), and one of the best is Fair Issac, which you all know as FICO, the inventor of the credit score.
This is an exquisite business that is rarely cheap, so I mostly bought shares during big corrections.
I’d love to obtain more during the next market crash.
I began accumulating this last insurance-related company in 2024. It is part of two new insurance-related stocks in my portfolio along with Guidewire (GWRE).
It is called Verisk Analytics (VRSK), and like other world-class enterprises, it is not cheap, so I add a little bit at a time and wait for a general market crash to really gobble up more.
It trades at an all-time high as well:
If you asked what stock I would be buying right now above all else, my answer would be Tesla (TSLA).
I believe Tesla could go 5x this decade, and I really think it is the deal of the century!
What can I say… time will tell.
Best Regards,
Lior Gantz
President, WealthResearchGroup.com
Governments Have Amassed ungodly Debt Piles and Have Promised Retirees Unreasonable Amounts of Entitlements, Not In Line with Income Tax Collections. The House of Cards Is Set To Be Worse than 2008! Rising Interest Rates Can Topple The Fiat Monetary Structure, Leaving Investors with Less Than Half of Their Equity Intact!
Protect Yourself Now, By Building A Fully-Hedged Financial Fortress!
Disclosure/Disclaimer:
We are not brokers, investment or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT recommendations. The securities issued by the companies we profile should be considered high risk and, if you do invest, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEC filings, press releases, and risk disclosures. Information contained in this profile was provided by the company, extracted from SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it.
Please read our full disclaimer at WealthResearchGroup.com/disclaimer
