Defensive value investing combines defensive investing and value investing to build a low risk, high return portfolio. It consists of buying defensive companies at value-for-money prices, when their PE ratios are low and their dividend yields are high.
Although the specific strategy behind the UKVI Portfolio and stock screen is relatively simple, there are still quite a few ideas and steps to understand. The articles below cover the complete strategy in detail. If you have any questions, you’re welcome to get in touch via the details on the contact page.
What is defensive value investing?
How to be a long-term investor (rather than a short-term speculator)
How to find shares that pay a reliable dividend
How to find reliable, profitable dividend growth
Fast dividend growers – How to find them
Taking account of Return on Capital Employed
Defensive shares – An unusual way to value them
Balancing risk vs return, income vs growth and quality vs value
The pros and cons of building an investment story
Value traps – 18 Questions to help you avoid them
10 Questions every stock picker needs to ask
Portfolio construction and maintenance
How do I start building a portfolio of shares? Or, why it’s a good idea to buy and sell on a regular basis
How many different shares should you hold in your portfolio?
Diversifying your shares: Some additional factors
How I’m increasing my focus on defensive sectors
How to get a progressive dividend income from your shares