Entering text into the input field will update the search result below

My Retirement Portfolio: An Almost Unprecedented Recovery


  • After a historic market crash, the recovery has been almost as spectacular.
  • Check out the impact of this on my portfolio.
  • I will also discuss the effect of this quick market recovery on my investment strategy.

I started the Future Proof Portfolio for Young Investors more than two years ago, to serve as a model for young investors saving money for their retirement. As regular readers of my articles know, I try to select solid investments which are likely to continue to thrive decades from now. My favorite holding period is forever.

From now on, I will not be using the name Future Proof Portfolio for Young Investors anymore. The name was very unwieldy, taking up almost half of the title space of any article I wrote about it. For the sake of simplicity, as of today I will just be calling it my retirement portfolio.

Volatile months

Every investor has to endure some degree of volatility now and then, even people who are selecting stocks which are likely to be future proof and perform well over the long term. During the market crash of the beginning of this year, my stocks went down with the market. During the current recovery, they went up spectacularly again.

Please first take a look at my portfolio almost exactly two months ago to see how it looked at the time. After you have done this, check out the state of my portfolio at this moment, the 6th of June 2020 (all values in euro unless stated otherwise):

Name Ticker Shares Value Weight Total gain/loss (including dividend)
Unilever UL 75 3.588,75 5,05% 8,13%
Disney DIS 22 2.432,21 3,43% 26,17%
Archer Daniels Midland ADM 83 3.125,83 4,40% 11,13%
Diageo DEO 69 2.245,54 3,16% 18,14%
Accell OTCPK:ACGPF 42 932,4 1,31% -2,32%
Armanino Foods of Distinction OTCPK:AMNF 488 1.093,54 1,54% 18,14%
Amsterdam Commodities OTC:ACNFF 92 1.812,40 2,55% 0,88%
3M MMM 17 2.520,72 3,55% -14,00%
BASF OTCQX:BASFY 37 2.124,91 2,99% -24,38%

This article was written by

I am a private investor from the Netherlands in my mid thirties. I have a very long term view and with my own investments I focus on an awkward combination of stable, dividend-paying investments, cryptocurrency, and growth. My favorite holding period is forever, but I am looking for interesting opportunities which might or might not become a success as well. I am writing for Seeking Alpha because I like to share my insights and enjoy the interaction about investing ideas. My writing is mostly about stocks I own, and others I am interested in.I try to approach every possible investment with a great deal of common sense. Every investment has bulls and bears, and I am always searching for a balanced view, which includes aspects of both. I also try to write balanced articles which provide new insights.On the picture you can see my cat, who sadly died a couple of years ago. I like to think that my investing mimics his behavior: most of the time not doing a lot, finding the best places to lie down (enjoying solid dividend-paying investments). But sometimes for a brief period of time he can become very agile and active, just like what I should do when I notice great investing opportunities (though I'm skeptical about market timing).

Analyst’s Disclosure: I am/we are long ALL STOCKS IN MY PORTFOLIO. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

Comments (9)

still doing OK with your portfolio?
I pretty much was made whole again by Monday p.m. Yesterday and today, not quite so much.
I'm up 1.2% YTD.
Whoops, what a difference a day makes. Down 2.10% now.
craftbrewinfo profile picture
bought DIS.. they cut the dividend ( which was nothing to write home about anyway), sold DIS
I like your portfolio, seme to be pretty balanced. I own some of the companies listed. May I ask why did you chosse to have no exposure to the financial sector?
matttrakker profile picture
My 401k has gone parabolic, I cranked it up at the end of March when it was tanking. Small, mid, and large growth. On fire!!
@ matttrakker

Love your enthusiasm. Get fired up!
Disagree with this article? Submit your own. To report a factual error in this article, . Your feedback matters to us!

Related Stocks

SymbolLast Price% Chg
Accell Group NV
Acomo N.V.
Archer-Daniels-Midland Company
Automatic Data Processing, Inc.
Armanino Foods of Distinction, Inc.

Related Analysis

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.