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 :)

[@jonasneubauer11]

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

[@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.

[@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!

[@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

[@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

[@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]

[@steliosprokopiou29]

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

[@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?

[@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.

[@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.

[@TIKR]

Thanks for your support!

[@AceGreb]

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

[@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! 🎉🎉🎉

[@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!

[@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!!

[@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!

[@smygba]

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

[@Ahoy_Alo]

Haha, and you're supercute! 🤣

[@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 :)

[@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✌️

[@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

[@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! ❤

[@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!

[@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 🍻

[@bogdancimpoiasu]

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

[@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 !!

[@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.

[@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!

[@reginaedry6604]

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

[@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. 👍

[@leahamcpherson4861]

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

[@hemspear]

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

[@MrAlexMillan]

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

[@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.

[@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.

[@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

[@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.

[@azulsimmons1040]

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

[@romeknijland2396]

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

[@erdem__b]

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

[@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! 🤩

[@alexc5228]

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

[@bekijk233]

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

[@snehilkamal1919]

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

[@PraveenKumar-kj8rq]

Jai hind ✋

[@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.

[@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.

[@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?

[@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 :)

[@diegogutierrez4250]

This is pure gold. Really really thankful for your dedication

[@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?

[@chipmunk449]

Keen for the 2024 review :)

[@toprogress]

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

[@Darknessa11]

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

[@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)

[@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?

[@masteryoda499macht9]

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

[@josedasneves6485]

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

[@sureshgvsCSK]

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

[@77magicbus]

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

[@肥鼠家族]

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

[@JassiKhurana]

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

[@utstyanax]

Great Video! Lord of the Rings Trilogy of Value Investing

[@teamhonzilla]

Amazing!!! 🍻 to another great year!!!

[@turalbakhshaliyev]

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

[@sdcaeastcountyfamily]

A monumental effort. Thanks for doing this!

[@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.

[@kerayzee]

Nice video learnt alot from how to research

[@TheMafuri]

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

[@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

[@magictotem492]

Nice to see you Swedish Investor.

[@fqtarantino]

Impressive video, outstanding quality, chapeau 👍👍👍

[@HLEBEAN]

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

[@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...

[@patrickmoosbrugger8372]

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

[@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!

[@ljragsandfeathers]

Greeting from British Columbia! Thank you soooooooo much! I am super excited to hunker down and watch your amazing video here. Got my glass of apple cider and a stiff drink to help me along. I absolutely love Joel Greenblatt’s methods as well as his books. Only recently have I been doing a deep dive into understanding financial stocks (after the big scare this year with SVB) and REITS. Still building my c of c there, but in the meantime am absolutely loving your channel. Watching and re-watching old videos for book ideas and suggestions, too! Thank you once again for this incredible content.

[@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!

[@8ikv952]

I would rename this channel to CRAZY Swedish Investor ) 11 hours!

[@leswhynin913]

Wow, an 11 hour analysis video. I've just started watching but am really looking forward to it

[@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!

[@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 🇮🇳🇮🇳❤❤

[@kshitijtoshniwal6280]

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

[@Haffun8]

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

[@baxter1910]

Thank you very much for doing this! I learned quite a bit

[@nickifiresnow1931]

Oh that TTEC isn't doing so well. Just ran the numbers today and I figure you are up about $15 on this portfolio. S&P500 over this same time frame is up about 450. If 3,000 was invested. I have learned so much from this though and I very much appreciate this class. I am looking forward to the final results. Thank you.

[@handgun12]

This is amazing! Thank you very much.

[@RonaldRendite]

Thank you very much for sharing the Session and your methods and know how... ❤

[@yousifahmed1556]

You are the best ! Huge thanks

[@trustytriscuits1167]

Amazing video, I would totally watch another one next year

[@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.

[@Allen-L-Canada]

Great video! Perhaps you could do deep dives for each of the company one video at the time. That way we can absorb over weeks and monsth.

[@ReaperStarcraft]

After so many general principles and theories it was really nice to see a specific screening process in action. It's easy to imagine you could add a lot more, like you do for your main portfolio, but I was also surprised how much got done in 10 hours. If any of them pay dividends what will the policy be? To reinvest in the company? I'd be very interested to see the follow-up in a year about how the picks did, and maybe even to keep tabs on them for another year after that to see if holding them could be better than the magic formula style sell after 1 year strategy.

[@andrasbajusz9290]

Wow, great video!

[@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 ...

[@melosmax6235]

Very great Video! Thank you Erik!!

[@alamine6214]

Great idea thanks for your effort

[@MrKarthise]

Respect😊 and thanks.