Today, we improved our Obermatt portfolio analysis tool (free download). It now shows the percentage share from each country and each industry group in your portfolio. I just used this function to make this week’s stock purchase.
When I analyzed my portfolio with the Obermatt portfolio analysis tool on Google Sheets, I realized that I don’t have much investment in the real estate and services sector. To find such a stock, I used the Obermatt stock filter to find the most attractive companies in Europe.
The stock filter revealed Ahold, a Dutch retail chain, which I then researched further because retail chains have a lot of real estate and services exposure which I need in my portfolio.
For Ahold, I found encouraging research reports and, not unimportant for me, I found favorable reviews by its employees. This is important to me because I believe that employees are the company’s most important asset.
For my weekly investment budget of CHF 5,000, I bought 200 Ahold shares.