36 Square Capital investment portfolio
updated August 9th, 2023
The portfolio table above will be updated on a quarterly basis or when deemed necessary (e.g. important portfolio updates).
Other performance metrics
Our portfolio currently yields 5,44% annually of cash dividends excluding share buybacks after taxes. This performance includes scrip dividends that could occur.
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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