Value for Money

Value for Money

2.4%

By almost every measure, financial markets are pricier now than they have ever been. But underneath the market averages, the action has been extremely uneven. Tech stocks, junk bonds, IPOs and crypto are off the charts but many of the strongest, safest, most predictable, and defensive companies are trading with high dividend yields and modest valuations relative to their growth prospects.

We’re talking about large companies in healthcare, telecoms, food and beverages, and even electric utilities, offering 5%+ dividends. And at these prices, there is potential for capital gains and a general rerating against the current market leaders.

A basic tenet of market success is the adage that good things happen to cheap stocks. And this low volatility sector of the market represents a nice hedge against the frantic action elsewhere.

When Investing, your capital is at risk.

Past performance is not indicative of future results.

Returns may increase or decrease as a result of currency fluctuations.

Value for Money

By almost every measure, financial markets are pricier now than they have ever been. But underneath the market averages, the action has been extremely uneven. Tech stocks, junk bonds, IPOs and crypto are off the charts but many of the strongest, safest, most predictable, and defensive companies are trading with high dividend yields and modest valuations relative to their growth prospects.

We’re talking about large companies in healthcare, telecoms, food and beverages, and even electric utilities, offering 5%+ dividends. And at these prices, there is potential for capital gains and a general rerating against the current market leaders.

A basic tenet of market success is the adage that good things happen to cheap stocks. And this low volatility sector of the market represents a nice hedge against the frantic action elsewhere.

When Investing, your capital is at risk.

Past performance is not indicative of future results.

Returns may increase or decrease as a result of currency fluctuations.

Pynk One Ltd is a company registered in England and Wales (No. 12940786) with the registered office at 20-22 Wenlock Road, London, England, N1 7GU.

Thesis Portfolio is the trading of Pynk One Ltd. Pynk One Ltd (FCA reference no. 942958) is an appointed representative of WealthKernel Limited (FCA reg no. 723719), which is authorised and regulated by the Financial Conduct Authority.

Investing involves risk to your capital. Past performance is not an indication of future results; the value of your investments can go down as well as up, and you may get back less than you originally invested. The information contained herein does not constitute investment advice or investment research and should not be relied upon to make any investment decisions. References to specific assets or securities are included for illustrative purposes and should not be understood as an endorsement or a recommendation to engage in investment activities.

Please invest aware.