The Peter Lynch Investor » Newsletter » Peter Lynch Portfolio June 2023
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Peter Lynch Portfolio June 2023

Darcy Paterson

Jun 25, 2023  

The Free Peter Lynch Portfolio, has a few new names in June. Some, like Boise Cascade, we’ve seen before. However, companies like Brasilagro – Cia Bras de Prop Agricolas are new. Here are the entrants to June’s portfolio:

Energy (28.57%) and Consumer Cyclicals (25.71%) are the largest sectors making up the portfolio for June 2023. Interestingly, Brasilagro – Cia Bras de Prop Agricolas (LND) has a healthy dividend yield of 20.16%. It may warrant further investigation.

Check out this article I wrote about Michael Burry buying bank stocks. It’s interesting since the Free Peter Lynch Portfolio, has seen an increase in bank stocks making their way onto the list as well. The article looks at some of Burry’s past statements outlining his investing strategy which hints at why he’s buying banks now.