Personal Finance Articles

I Married These Stocks

by | Personal Finance

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.

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    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

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