British American Tobacco (ADR)

The Deep Value portfolio aims to buy Ultra SWAN companies at substantial discounts. Since its launch in 2019, it has achieved remarkable returns. Concentrated portfolios need periodic rebalancing to avoid value traps, with a max risk cap of 20% for even Ultra SWANs. Six Ultra SWANs for 2025 offer a 3.1% yield, 68%- 95% upside potential in 12 months, and a 23% CAGR over five years.» Mehr auf seekingalpha.com

Despite market overvaluation, British American Tobacco offers a compelling 8.5% yield and strong long-term growth potential, making it a valuable buy for long-term investors. BTI's fundamentals remain robust. Management and analysts project 13% to 15% CAGR returns, driven by growth in reduced-risk products (RRPs) and strategic share buybacks. Market cycles and valuations constantly revert, presenting opportunities to buy undervalued blue-chip stocks like BTI, which has historically outperformed during market corrections.» Mehr auf seekingalpha.com

I aim to create a $500,000 portfolio for passive income, focusing on high-yield and growth companies to outpace inflation. My portfolio includes 10 companies: 70% stable high-yielders like Pepsi, BTI, and Realty Income; 30% high-growth stocks like Novo Nordisk and Visa. Consumer staples dominate my picks, leveraging trends in eating habits and vices; risks include regulatory changes and shifts in consumer behavior.» Mehr auf seekingalpha.com