The Investment Edit- Mid March 2026

While technology and sustainability mostly dominates people’s portfolios, I want to show people that there are other angles out there. It can be the power of consumer driven brands, particularly in luxury, beauty, and lifestyle

Companies like LVMH and Hermes have a strong pricing power through brand identity, keeping them to perform stable and consistently even during uncertain and unstable economic conditions.

Besides traditional tech heavy portfolios, this portfolio focuses on understanding consumer behavior and the power of branding as important drivers of long term value.

Portfolio Performance

Over the past 2 weeks, the portfolio delivered an approximate return of +2.2% by the strong performances in luxury holdings like LVMH and Hermes. Apple, as an exposure, created an additional upside.

Portfolio Allocation

LVMH: 20%, Hermes: 20%, Kering. 15%, Richemont: 15%, L’Oreal: 15%, Apple: 15%

Over the past 2 weeks, equity markets remained similarly stable, Luxury stocks gained from global demand and strong brand positioning.

Investment thesis:

This portfolio is built on the thought that high end and consumer driven companies generate long term value through brand promotion, pricing power, global demand and marketing rather than volume based growth.