Picking a Complete Stock Portfolio for 2024 (Step-by-Step)

[@TheSwedishInvestor]

Merry Christmas & a Happy New Investing Year to you all! 🔍 My main tool for fundamental screening and analysis of stocks: app.tikr.com/register?ref=tsi 📈 For my private stock portfolio & revealing insights into my investment strategy, head over to: www.patreon.com/TheSwedishInvestor

[@dodobird1991]

thank you very much for this video. I am not all the way through yet but you give some interesting perspectives on company selection.

[@AceGreb]

Gott nytt år på dig också

[@leechoonyau]

did you set the insiderscreener market cap too low? 30m- 1000m only. may be thats why all the big cap last 12 months insiders buys don't appear and skew the selections?

[@misosoppa3279]

Also, you set total revenue for 2006 and not 2016, is that intentional or a mistake?

[@mikekaramousadakis2358]

I have a small question: Why didn't you put the net debt in the tikr screener? It would save you ton of checks :)

[@joshykins]

That's one heck of a stream man. Nobody can complain that you left anything out! Great content.

[@TheSwedishInvestor]

Haha, cheers joshykins!

[@Michael_NV]

He published a 11 hours long video 6 hours ago. You praise it without watching it.

[@joshykins]

@@Michael_NV Must you read an entire book before deciding it is well written?

[@Michael_NV]

@@joshykins It seems that you don't read books.

[@misterbeach8826]

But most of his picks didn't work out. No miracles, just good analysis.

[@jonasneubauer11]

This is pure gold from the introduction. I‘m excited to watch the whole thing but I gonna need a few days 😂

[@mattvandergriend60]

Nearly one year from the original video. I calculate almost identical performance to S&P but TTEC a clear dog which pulled the whole thing down. Without it, this portfolio is up ~38%, beating the S&P nearly 12%. Impressive picks; please do another video for 2025!

[@wangliamak6860]

Damn 11 hour video. That’s crazy

[@kwakuas.9204]

hahaha said the same thing

[@iansteiger]

*awesome

[@pawew5280]

😂... so small companies, to much risk!.. the competition will eat them.

[@macrogenii]

And... It's a complete waste of time

[@funnyperson4016]

Last video I saw this long was this one: [link to 10 hour Rick Roll on a loop]

[@4Stixx]

This Video was gold, thank you! Although I didn't copy the portfolio, it was great to see your thought process and all the practical hints with tikr

[@fhollhuber1622]

Erik, it took me less than a week to watch your over 10 hours. Definitely it should be interesting to follow up in one year. Tack saa mycket and Happy New Year!

[@Boulos82]

contents like this and past vidoes over the years is why I follow you on Patreon! great work mate! wishin you a healthy and successful 2024

[@steliosprokopiou29]

Such a great work. Rarely this kind of work is open and shared for everyone.

[@mohamedassed1244]

waiting for the 2025 video!! some of your recommendations last year were pure gold!

[@AB-ve1yv]

Man, as someone with experience in psychological testing, I can for sure conclude that you are seriously intelligent. Thanks for sharing this. I have had great trust in you since I have started to watch your videos a couple of years ago. I will actually analyse these companies and definitely buy some stocks. Thanks and please keep going maken these videos for us (and ofcourse the book summaries). Greatings from The Netherlands.

[@Motivational_Flavio]

Wow 11 hours this is amazing, incredible we really appreciate your work 🙏

[@DrShubhamMandiya]

woah man, this is pure gold for learning. thank you for your efforts, you deserve lots of success.

[@TheSwedishInvestor]

I appreciate the support a ton DrShubhamMandiya! Cheers to you, and happy New Year!

[@Michael_NV]

He published a 11 hours long video 6 hours ago. 4 hours ago you commented it without watching it. 😂

[@Dys_123]

​@@Michael_NV Get a hobby 😂😂

[@orangezitrone3138]

@@Michael_NVwhat is your problem? Ive watched alot of his videos and know it is good before watching it. Jealous much?

[@TIKR]

Thanks for your support!

[@bigz8206]

First comes to my mind was that one hour video is very dedicated, and then I realized it's actually 11 hours!!!! Keep up the good work, a lot of good info. I will save this video! 🎉🎉🎉

[@filippograglia8829]

Thank you for this content. We can only appreciate your effort, and your output! In this 10-hour effort you squeezed all the content I would have had to search for in at least 100 hours elsewhere!

[@jim83213]

I am trying to squeeze in the time to watch this but I don’t regret that it’s 11 hours long at all. It will probably take me a week but it’s completely worth it. Thanks man.

[@paraspatel5667]

I left yesterday after watching this video for 2 hours. This morning, when the video was set to private, I thought I had lost it forever. But now that it's here, it's the best Christmas gift. Thank you, Erik! May you make enough money to last your next 7 generations✌️

[@AceGreb]

Bra jobbat Erik, en av de bästa videon jag har sätt den här året. 🎉🎉

[@ritalally7018]

Brilliant video, thank you so much for sharing your knowledge and expertise, it’s incredibly helpful to complete novices like me. A thousand likes.

[@TheSwedishInvestor]

Cheers a thousand ritalally7018!

[@turalbakhshaliyev]

Plz provide us with the update of your portfolio performance during these turbulent times

[@smygba]

This is the first time I’ve actually seen you 🙂

[@Ahoy_Alo]

Haha, and you're supercute! 🤣

[@theropemonster]

Thanks for this incredibly painstaking content. You’ve earned a new subscriber and I’ll go through and watch your older content. Lots of valuable information. One thing I really enjoyed about this video, is that with your screener, you were able to narrow it down to only 10 companies… and of those 10, I actually just added 2 to my watch list (just days before watching your video). Those are FMC and CAG. I will absolutely be adding FMC for more exposure to materials and AG inputs. CAG I’m looking for an entry point in the $26 range. Cheers

[@filippoferreroo]

Can you redo it for this year also please? Also, thank you for explaining in such a detail how to properly invest!!

[@hithere5801]

can't keep focus on a 45min episode on Netflix but have no problems watching some seemingly very intelligent stranger look at charts for 11hrs straight. Please tell me you are still around man, need more content like this. Keep it up.

[@JeppeWraae]

This is absolute gold. Please make more videos like this one. Particularly I'd love to se how you do more in depth analysis on individual companies. Cheers from Denmark 🍻

[@Weedsethesecond]

This is an amazing Christmas present from the Swedish investor to us. Thank you so much! And already looking forward to your evaluation in 1 years time.

[@alfonzjanfrithz]

One year later and this is still very useful

[@Dil746]

I‘m really fascinated this content is free. This is nearly F2F teaching based on academic literature you usually pay hundreds of dollars. I appreciate this channel so much! ❤

[@leahamcpherson4861]

Thank you for taking the time, Erik! I appreciate you🙏🏽

[@thegamerboneless2864]

I hope the viewers appreciate the time you have given to create this. One of the most important things you can do, is scanning/screening for good moves. No matter if you are investing or trading screening is one of the most important skills one needs. 👍

[@SamMaloun]

Thanks a ton for the effort -- tons of learnings and the casual format is helpful. Would love a "deep dive" of what you'd spend 40-100 hours doing for a single company for the next video. Keep it up man!

[@antoinedogoui6590]

Extra quality content ! Thank you very much ! I just spent 4 hours on your content and another 3 hours preparing for an european portfolio !!

[@thehimothyexperience1544]

Tack för den här streamen! Den här måste varit någon av dom mest lärorika videorna jag sett på YT! 2025 versionen är varmt välkommen!!

[@MrAlexMillan]

Great video filled with great content. I can't wait to see the follow up video. Big fan of the channel!

[@josedasneves6485]

I’ve been tracking the performance of the portfolio since the beginning and you are killing it (+40% in 11 months excluding dividends). I sincerely hope you can do a yearly iteration. Thanks for the amazing work!

[@TheSwedishInvestor]

Cheers man! There will be an update, although not until the beginning of January due to some circumstances. And I won't be recording the whole thing this time, but the approach will be the exact same, and I'll discuss the 10 new companies briefly. So the video will be like 10-20 minutes instead :)

[@Ahmad-ps9zh]

From Dec 31, 2023 to Aug 18 2024 rate of return of these picks: turning point 26.43 to 39.24 USD (+48% return) zumiez 20.43 to 27.32 (+34% return) carraige services 25.37 to 31.43 (+24% return) ingredion 108.79 to 130.99 (+20% return) Conagra 28.5 to 30.42 (7% return) Huron 100.97 to 104.76 (4% return) fmc 63.26 to 63.20 (same) united 41.79 to 42.07 (same) ttec 21.84 to 4.09 (81% LOSS) alamo 210.99 to 177.67 (16% loss) Overall if you invested an equal amount in each company, you would have a 4% return in the 7.5 months since this video was posted.

[@aleksandrsokolov2722]

While S&P500 is around 20% up

[@Daveloper_PL]

Seems like most of these have dipped a lil more with UAL up a lot solely because of oil prices ... Haha

[@peterkocur5023]

respectful efforts, mate. Thank you! Would be curious to hear your view on 3 things: 1. You use predominantly "rearview mirror". Do you feel the temptation to "look forward" a bit more or are disciplined not to bother much? 2. Other than comparing historical EV/EBIT, do intrinsic valuations / comparisons matter in your process? 3. Buying in a hyped up market may dilute the perceived quality of your choice. how do you deal with that? (even Buffett keeps some real powder on the sidelines these days). Do you consider timing "when" to deploy the portfolio?

[@reginaedry6604]

You are amazing! Thank you for all the time you spent teaching us. You have the best content! ❤

[@a-sf8hi]

I'm only 11 minutes in and have already learned so much! Thank you! You are so generous with your time and knowledge. Thanks again! 🤩

[@erdem__b]

That was impressive thank you for sharing your own style it was pretty helpful.

[@diegogutierrez4250]

This is pure gold. Really really thankful for your dedication

[@bekijk233]

Daaaaamn you're good with numbers and excel. Thx for insane amount of information

[@tonysu8286]

bro please do another video like this thank you :)

[@bogdancimpoiasu]

I watched full 11 hours and I will probably watch it again!

[@Darknessa11]

What a gift to start the new year 🙏🙏🙏🎉 thanks a lot!!!

[@kaloyanpenov4527]

How did your stocks performed, can you provide some update?

[@Ferhaps1405]

Fantastic work! I watched it in 2 days, it was more interesting than a movie. For sure will wait on a similair video for 2025.

[@romeknijland2396]

I will watch this later, but damm, probably one of the most intresting videos that I will ever see on KZbin

[@Jannik77220]

Im sorry but at 1:16:29 Isnt the calculation wrong here since you added EV/EBIT like the other ones even though the lower it is the better it should be? Because the way you did the final calculation there a lower EV/EBIT would hurt the final score even though we want a low score for EV/EBIT right? Or did i misunderstand something?

[@TheSwedishInvestor]

Hey Jannik77220! It is correct, the lower the EV/EBIT, the higher the score :) Cheers!

[@snehilkamal1919]

Great Content bro keep it up love from India ❤🇮🇳

[@PraveenKumar-kj8rq]

Jai hind ✋

[@hemspear]

Fantastic information! Thanks for making this video, its exactly what I needed!

[@toprogress]

Thank you so much for sharing all your process to us! I don't have the words to express how nice this is.

[@nzlnzl]

Wow, I have been using magic formula for screening and filtering on my stockpicking for 3 years and your method is very similar to mine. Many of your ideas is amazing and I will be using it for my next analysis. This is why I need partners/colleagues to knowledge sharing, the method will be infinitely better. Thank you so much for this video!

[@azulsimmons1040]

Interesting stream. I am looking forward to seeing how this portfolio does using the stock picking criteria.

[@alexc5228]

Have not seen the video yet but 10 hour video? That's dedication! Good job man🫡

[@KalleKakann]

Finally a video that shows fundamental analysis in action. I'm more so on the technical side (my circle of competence) but use quant screens to sort out the weak companies so this is golden content. I have one question. Why do you want to see a 10 year upside when you're staying invested for 1 year before moving on the new companies? Wouldn't like 3-5 years be sufficient?

[@typicallyjc]

It is truly wonderful that you would make such an educational, and inspiring video. Sure, I could copy the steps and invest according to your incredibly detailed analysis of this portfolio, but as a beginner I don’t really understand what a lot of this process is doing. I don’t really understand what a lot of these metrics represent, and why it is so important to understand them. I can’t even fathom the knowledge and experience it takes to come up with such a system - so my question to those who do this so effectively is how do you get to this level of competence in stock picking and detailed analysis of numerous metrics, and knowing what exactly to look for in a company? Where is a good place to start, and a good direction to take to hopefully one day be as knowledgeable as The great benevolent Swedish Investor, and countless other successful value investors. I want to effectively learn, and implement this into my life. How did you, (oh great knowledgeable one reading this comment), get to this level?

[@georgestreng]

This was fabulous and very helpful for those of us who are developing a portfolio for the first time.

[@Art-is-craft]

Develop knowledge first before setting up any type of portfolio. For example do you understand the underlying nature of a business so as to be able to value that business.

[@SuperAnry1]

Allways enjoy your videos and look forward to the next. In regards to this one it’s been a though year to compete with the S&P500 which is up 15.1% YTD. This portfolio is up c. 5.6% YTD with 7 out of 10 stocks positive so far. Looks like TTEC is the only one that has really missed the mark (down 62.3% YTD). The year is not over yet. Looking forward to your review of the portfolio in December. What went right, what went wrong, what could one actually have done something about in advance and if there was any trigger points during the year one should have acted upon.

[@sureshgvsCSK]

Thank you very much for this. Highly appreciated all your videos and have a happy healthy and prosperous new year.

[@JassiKhurana]

Huge respect for you.. Much appricaited for this content.

[@raz705]

@TheSwedishInvestor After you paste the numbers in Excel, just select all the data, right click, and select Format Cells. Set the data to General and it will do what you where doing removing the $ and , I hope that helps! Thanks for all of your videos. They are awesome and informative.

[@erandalee810]

@Swedish Investor I am following you step by Step as I am a big fan of yours. Formulas didn't work for me even after removing USD in front and commas. So I saved this Excel file and reopened the entire thing in power query converted them all into whole numbers and imported them onto a new sheet. It worked. I think what happens is when you are getting data from the web Excel does not recognize number formatting automatically thus we get issues My recommendation is (to you and fellow tubers following you) 1) Download data from the Web to Excel and save the file 2) Reopen it in power query and covert all number columns to whole numbers 3) Save updates and load transform data onto a new Excel sheet 4) And you will see the correct number formatting. No need to remove $ or,. You can use formulas with $ and, as Excel recognizes these data as numbers now.

[@RishabhSeshadri]

New subscriber here! I finished this entire video in one day while working. This video is so valuable and filled with useful information. Every single stock was an example on how to analyze and estimate. Thank you for inspiring and sharing your knowledge to all the keen learners out there, including me :)

[@chipmunk449]

Keen for the 2024 review :)

[@肥鼠家族]

Wow…. Good job bro! It’s very insightful 🎉🎉

[@masteryoda499macht9]

Great video! Looking forward to a follow-up next year. Regards from Germany

[@nguyentrinh1045]

29:15 can anyone please explain why adjusted operating income is the bigger number of operating income 2021 and operating income LTM? Thanks in advance!

[@videoupload1253]

What would you add to this method if you were not limited to just a 10 hour stream? Thanks for the video, so much to learn here!

[@josedasneves6485]

Awesome video! Thanks for all the work and great added value. Hope you are planning for a new round soon.

[@smokedsalmon93]

Regarding the comma that you need to remove, you can change the settings and put it the "american" way if you like (in Settings - > Advanced -> Use system separators) and there change it to the american way (invert . and ,) It's because Excel use your system language preference and in Europe (probably most of the world, we use . for thousands and , for decimals)

[@kratzeis4242]

I watched the whole video in the beginning of last year and found it really inspiring, thanks for sharing your methodology! I also analysed the stocks in your screening and I bought two of the stocks myself, one of them was Turning Point Brands which really took off last year! Now my question is, are you planning a follow up on this video any time soon? Anyways, I watched almost all of your videos and I learned so much from all your book reviews and videos about value investing, so I just wanted to say thank you.

[@fqtarantino]

Impressive video, outstanding quality, chapeau 👍👍👍

[@Toto-e3c]

Thanks a lot for this amazing video . I have just noticed this morning TIKR removed the possibility to copy tables from the Screener . No idea why they would do that ...

[@mads2206]

Hey Erik How do you go about calculating a margin of safety? Would you consider making a video about this since its not included in this awesome 10 hour video? :-)

[@michaelwernstedt]

Stort tack för fantastiskt bra video! En fråga, varför har du modifierat Joel Greenblats Magic Formula. Enligt hans senaste bok så ska den ju avkasta nästan 24% vilket ju är högre än den genomsnittliga avkastningen du nämner att du haft i din portfölj? Har formeln inte avkastat så bra sedan 2009 eller har jag missat något annat?

[@sdcaeastcountyfamily]

A monumental effort. Thanks for doing this!

[@kaj8608]

godt nyt år fra Danmark, very informativ and interesting a very good introduction to how to buy a share, Hope you have a good 2024

[@TheMafuri]

Amazing content! This is your most useful video ever!!

[@kshitijtoshniwal6280]

You are amazing bro. Keep it up and love as usual ❤

[@danishabbasi_]

Real education based on ones personal experience ❤ from 🇵🇰

[@Michael_NV]

He published a 11 hours long video 6 hours ago. You praise it without watching it.

[@danishabbasi_]

@@Michael_NV my comment was related to the content posted in the video... Using softwares from start to end... practicality is quite unique...

[@AmatriceBand]

I watched the whole thing in 10 days. Learned a lot but at the same time I disagreed on quite a few of your decisions. However it would have been great if you could pick just one as an example and go deep instead of doing the same on 100+ stocks. However I thank you and know that you needed to use TIKR for the support. Now that a year has passed a lessons learned and overview video is much appreciated. 🤘 P.S: I remember Farma boy before being sent to the can did long financial analysis on some big corps 7-8 years ago. Don’t remember how beneficial they were.

[@kerayzee]

Nice video learnt alot from how to research

[@David-hp6lu]

Amazing video. Perfect time aswell. I will watch the whole thing.

[@NudelKungen.]

Just finished watching the entire video, very enjoyable! Your investing philosophy is very close to my own, although I use Börsdata. Might join your patreon in the future as I prefer nordic companies.

[@anderped76]

Amazing work. I watched every second of it but it took me days. I saw lots of generous comments and though mine shouldn't make a difference. But because you do make a difference with your work and generosity I said, what the heck, and here it is another grateful comment. I am by the way the one who wrote you offering to dub the 5 Take Aways Videos to Brazilian Portuguese. Cheers!

[@HLEBEAN]

Thank you for your great work! ❤ been a huge fan of your channel. 🎉

[@vijaychouhan3610]

Thanks for the video, still watching. Once you have concluded on which companies to invest in, do u stagger your investment or do it in 1 go.

[@patrickmoosbrugger8372]

Best Format ever, looking forward to seeing the results and the new video at the end of 2024 :)

[@magictotem492]

Nice to see you Swedish Investor.

[@robimgabriel8063]

Oh my, looks like my filtering skills are lacking! Very thorough screening method, this method combined with a operating model or a DCF might bring above average returns, interesting approach

[@intelligentidiotbhai]

A lot of love from India 🇮🇳🇮🇳❤❤

[@petermansour753]

Hey Erik, great content. I subscribed to TIKR but was still unable to see the short interest. I am wondering if you could help me by providing maybe an alternative platform that can show me those numbers.

[@seangreen8262]

Now that you've purchased these 10 stocks, how do you intend on managing them? Is there a trading plan that i can get?

[@TheSwedishInvestor]

Hey seangreen8262, great question. I didn't manage to present everything that I wanted to in the intro when I was trying to keep it all in my head. I think I mentioned it somewhere, though, these stocks will be kept for a full 12 months until I, hopefully, make a similar video for 2025. Then, I will evaluate the results, and I'll pick a new portfolio with a similar method (if not the exact same one). So the intention is that these companies should be held for a little longer time, no trading.

[@whitone2]

This was an extremely useful video for me over the last year, I’ve been tracking the performance of the portfolio since the beginning and it is doing very well. I wanted to ask, when you plan on posting an updated stock portfolio and more importantly, would you suggest selling these shares to update the stock portfolio or holding ?

[@TheSwedishInvestor]

Hey! Cheers for the feedback, I'm glad you enjoyed it. There will be an update, hopefully in the coming week. If not, it will be by the end of January because I will be travelling and won't have access to a computer really. So, hopefully in a week, but at latest by the end of January :)

[@dynapilot]

Do you have numbers about what happened to the portfolio?

[@Haffun8]

Ok, if that's how The Swedish Investor wants us to party this new year

[@77magicbus]

I like your style and you have considerable knowledge for a youngster.

[@utstyanax]

Great Video! Lord of the Rings Trilogy of Value Investing

[@melosmax6235]

Very great Video! Thank you Erik!!