My stock portfolio of 10 stocks for future growth

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Inflation is galloping all over the world. Nevertheless, I believe that in these difficult times, stock markets still offer the best investment hedge against inflation and excellent long-term return potential for carefully selected stocks.

My Portfolio

FTSE To share Coded Market capitalization (in billions of pounds sterling) Industry % performance since the beginning of the year % return over one year % performance over three years
100 Astra Zeneca AZN 175.8 Medications 24:15 26.51 47.23
250 Beazley BEZ 3.5 Insurance 22.13 45.24 0.00
100 Bunzl BNZL 10.6 Distribution, logistics -0.35 8.33 42.82
250 Capricorn CNE 0.7 Oil and gas exploration 25.97 10:39 p.m. 42.21
100 glencore GLEN 64.9 Mining and trading 30.36 49.76 108.12
250 Hunt HTG 0.5 energy industry supplier 68.44 39.02 -37.64
250 Individual INDV 2.1 Medications 12.06 45.31 377.45
250 Medicalclinical MDC 3.7 Health 55.56 58.12 46.85
250 Serco PRS 2.1 Government services 32.17 33.56 21.93
100 SSE SSE 19.4 energy production 2.51 2h30 46.87
Wallet At 31.8.22 11:30 p.m. 33.05 69.58

At equal invested value, the portfolio has grown by 69.6% over the last three years (+19.2% per year). Although past performance is not indicative of future performance, over the medium to long term, I expect the overall portfolio to outperform the FTSE 100 and FTSE 250 indices.

One or two of the stocks may disappoint. Therefore, I will actively manage the portfolio and replace stocks with deteriorating prospects.

Astra Zeneca

An Anglo-Swedish multinational pharmaceutical and biotechnology company. He was at the forefront of the rush to develop and distribute a vaccine against Covid-19. Its innovative medicines are used by millions of patients worldwide.

Beazley

A UK parent company of global insurance businesses. It underwrites a diversified portfolio of insurance and reinsurance for its clients and is a market leader in many of its select lines.

Bunzl

A British multinational distribution and outsourcing company. More than 50% of its business is in the restaurant and retail sectors.

Capricorn Energy (formerly Cairn Energy)

A British oil and gas exploration and development company. Despite Britain’s net zero targets, as green billionaire Elon Musk puts it, “civilization would collapse” if the world stopped drilling for oil and gas.

glencore

An Anglo-Swiss company. One of the world’s largest globally diversified natural resources companies, being both a mining company and the world’s largest commodities trading company.

Hunt

A UK supplier to the oil and gas industry.

Individual

A global pharmaceutical company specializing in the development of drugs to treat substance use disorders and serious mental illnesses.

International medical clinic

An international group of private hospitals with hospitals in South Africa, Namibia, Switzerland and the United Arab Emirates.

Serco

A UK contractor for the provision of government services, primarily in the health, transport, justice, immigration, space and defense sectors. 55% of the company’s revenue is generated outside the UK.

SSE

Formerly Southern and Scottish Energy, SSE is a multinational energy company that operates offshore power stations and wind farms in the UK and owns a hydroelectric power station in Scotland.

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