A portfolio that has only performed negatively in a single year since 1997: This is how the super safe portfolio beats the stock market

A portfolio that has only performed negatively in a single year since 1997: This is how the super safe portfolio beats the stock market

The Super Safe Depot is a portfolio that has only closed one year with a loss of 15.6 percent since 1997. It beats the stock market over the long term with an average annual return of 13.03 percent. Investors who invested 10,000 euros at that time would be 234,000 euros richer today, compared to a profit of just 76,850 euros on the broad American stock market. The portfolio focuses on five stocks that have had a high annual success rate since 1997. These stocks are Nestlé, Walmart, Church & Dwight, McCormick and Public Storage.

Nestlé is a Swiss food company that has not reduced its dividend for 37 years and has even increased its dividend for 26 years in a row. In 2022, the company was able to increase sales by 8.4 percent and further sales growth is expected for 2023.

Walmart is an American retail giant that has been increasing its dividend for 50 years. In 2022, the share price only lost 0.47 percent of its value.

Church & Dwight is an American consumer goods company that has only made a loss in three years since 1997. The stock has the lowest correlation to the market and offers the best risk-return ratio since 1997. In 2022, sales increased by 3.6 percent and further growth is expected in 2023. Church & Dwight has paid quarterly dividends for 122 years.

McCormick is an American company that produces spices and herbs. The share is crisis-resistant due to the high demand for basic spices. In 2023, operating profit growth of 10 to 12 percent is expected. McCormick has been increasing its annual dividend for 37 years.

Public Storage is an American self-storage real estate company. The company continues to expand and benefits from the increasing demand for storage space due to the shortage and expensive living space in large cities. Public Storage is planning to take over smaller competitor Life Storage.

To round out the portfolio, it also includes long-term US government bonds with a 20 percent share and gold with a 10 percent share. These complement the portfolio and serve as a counterweight to the high proportion of stocks.

According to a report from www.boerse-online.de, the Super-Sicher-Depot has a strong return and offers investors the opportunity to make profits with quality rather than quantity.