|Instrument||Ticker||Order||Price||Target price||Growth potential||Share||Dividend yield|
|Berkshire Hathaway Inc||BRKb||buy||204.91||260||27%||4%||-|
The S&P 500 stock index is a key element in the portfolio. S&P 500 is a highly diversified financial instrument and is represented as futures contract in the portfolio.
S&P 500 is recovering from the plunge in March caused by the coronavirus pandemic. S&P 500 has significant potential that will be released as the US economy recovers along with the US Federal Reserve support and interest rates close to zero.
One of the largest software producers for the computing industry, including PC’s, game consoles, personal digital assistants, mobile phones and others. Microsoft is the producer of the famous and widely used operating systems – the Windows OS Family.
The return on equity (ROE) for 2019 was at 42.7%. Company’s debt is at a reasonable level as D/E multiplier shows it at the level below one. Operating performance indicators are impressive. Earnings rose by more than 13% yoy for the last three years. EPS demonstrates strong growth as well. The company’s assets grew by more than 10% in average.
The stock has high growth potential with dividend yield of 1.00%.
The $10 billion contract with US defense ministry to develop cloud technology will serve as one of the major drivers for the Company and its stocks.
Famous personal computers, tablets, phones, digital players and software producer. One of the pioneers in personal computer manufacturing. Innovation and design made Apple iconic among consumers of digital devices with unique reputation that could be compared with a religion.
The recovery of the market after new stimulus measures for the U.S. economy would be approved will serves as a major driver for the company. It will also benefit from the improvement of the situation with the pandemic.
The Coca-Cola Company is a beverage company. The Company owns or licenses and markets non-alcoholic beverage brands, primarily sparkling beverages and a range of still beverages, such as waters, flavored waters and enhanced waters, juices and juice drinks, ready-to-drink teas and coffees, sports drinks, dairy and energy drinks. The Company's segments include Europe, Middle East and Africa; Latin America; North America; Asia Pacific; Bottling Investments, and Corporate.
Coca-Cola is considered as the most recognizable and valuable brand in 2015-2020.
The major driver for the company’s growth will be the recovery of the market after a decline as new stimulus measures would be approved in the United States, and with the improvement of the pandemic situation.
Berkshire Hathaway — an American multinational holding company headquartered in Omaha (Nebraska, U.S.). The company is known by the leadership of Warren Buffett. The company serves as a management entity for several companies from different sectors.
The key driver for Berkshire Hathaway will be the recovery of the market after a decline as new stimulus measures would be approved in the United States, and with the improvement of the pandemic situation.