36 Square Capital investment portfolio

The portfolio table above will be updated on a quarterly basis or when deemed necessary (e.g. important portfolio updates).

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Other performance metrics

The performance excluding dividends in % does not consider and include past realized capital gains from previous holdings (e.g. Richemont, Nestle, Danone, Unilever, Publicis just to name those few).

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Our portfolio currently yields 4,89% annually of cash dividends excluding share buybacks after taxes. This performance includes scrip dividends that could occur.

 

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Definitions

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• Purchase price : reflects the purchase price including any subsequent cost-averaging purchases

• Holding period in years : amount of years that company has been initially added to the portfolio. In case of subsequent purchases the holding period in years remains unchanged as we consider the initial purchase for performance measurement.

• Performance excluding dividends in % : performance of position vs fair valuation/marked to market at portfolio update

• Performance including dividends in % : performance of position vs faire valuation/market to market including dividends received during holding period

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Disclaimer

Knowledge and best practice in the field of investing are constantly changing. As new research and experience broaden our understanding, changes in research methods and professional practices may become necessary. Investors and finance practitioners must always rely on their own experience and knowledge in evaluating and using any information, methods, compounds, or experiments described on this page. In using such information or methods they should be mindful of their own safety and the safety of others, including parties for whom they have a professional responsibility.

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The information provided on this page is for informational and educational purposes only. To the fullest extent of the law, neither the authors nor any contributors, editors, will assume any liability for any injury and/or any material or immaterial damage to persons or property from any use or operation of any methods, products, instructions or ideas shown on this page.

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