Participating in an IPO is an exciting step in your investment journey. Whether this was a first step or one of many, you might end up with a chuck on money letf in your wallet due to oversubscription and now you’re wondering, “What can I do with that money?”
That’s why we thought we’d highlight one of Thndr’s featured products—Rumble’s Portfolio.
To help tailor this blog to all of our different investors, we’ve split it into two different sections. Find the section that best matches your investment experience and see how you can continue to grow your wealth
- I’m at the start of my investment journey
- I’ve been doing this for a while now
Section 1: For beginner investors
What’s next after the IPO?
Depending on the oversubscription of the IPO, you might have received a small allocation than the one you wanted, and you might be wondering if investing in companies is for you. We’re here to help you make informed decisions.
Investing in companies is a powerful way to build your wealth over time. Warren Buffet built his fortune through actively selecting companies, and as these companies grew so did his wealth.
Investing in companies has proven to be the best avenue for generating wealth over the long run.
Expertly curated for you—Rumble’s Fundamental Portfolio
Now, imagine having access to companies picked by experts who advise millionaires. Rumble’s curated portfolio offers you a strategic and well-researched selection of stocks based on themes that are set to win in the current market conditions.
This portfolio is an exclusive product for Rumble subscribers, and only 6 stocks from the portfolio are displayed on the Thndr app.
Rumble will be sharing August’s updated full list with you for free! But, if you want to continue getting updates starting September you’ll need to to subscribe to Rumble
What makes Rumble’s Fundamental Portfolio a good fit for you
Here’s how you can make the most out of Rumble’s Fundamental Portfolio:
- Expertly researched and curated company stocks
- The stocks are selected based on themes that are poised to benefit from the current market conditions. Let’s take a look at these themes
- Banks and higher interest rates: Banks make more money when interest rates go up because they can charge more on loans than they pay on deposits.
- Export & commodity-linked companies: Companies that either sell or have their revenues linked to global commodities benefit more when global prices rise and USD appreciates vs. EGP.
- Low debt and strong cash position: Companies with little debt and strong cash reserves handle high interest rates better, especially if they have a net monetary asset position in USD.
- Ability to raise prices: Consumer companies that can increase their selling prices without losing many customers increase their profits even when costs rise.
- Defensive sectors: Companies in essential sectors like health care, utilities, and telecoms tend to have steady income even in tough economic times.
- The stocks are selected based on themes that are poised to benefit from the current market conditions. Let’s take a look at these themes
- The portfolio has a proven track record
- Let’s compare the returns you would have made if you had invested in the biggest 30 companies in the Egyptian stock market between Jan 2024 and June 2024 with the returns that Rumble’s Fundamental Portfolio has made in the same period of time.
Steps to success
- Invest in the full portfolio: To make the most out of the portfolio and it’s diversified selection of companies and themes, invest in all 10 stocks in the portfolio.
- Invest regularly: Consider investing in Rumble’s 2024 Fundamental Portfolio on a monthly basis. This approach allows you to benefit from cost averaging and potentially capture opportunities during market fluctuations.
- Stay tuned for updates: The portfolio is updated monthly and Rumble notifies their subscribers of any changes as they happen.
You are now well on your way to making smart investment decisions and growing your wealth with confidence.
Section 2: For Habitual Investors
A New Opportunity
As an investor, you’re usually on the look out for good investment opportunities. And, you already know that investing in companies is the best avenue for generating wealth in the long-run. Now, with some funds left over from the oversubscription, it’s a perfect time to enhance your portfolio with expert-curated stocks.
That’s why we thought we’d highlight one of Thndr’s featured products—Rumble’s Portfolio.
Why Rumble’s Fundamental Portfolio?
With Rumble, you gain access to the same expert advice that guides millionaire investors. Rumble’s curated portfolio offers you a strategic and well-researched selection of stocks based on themes that are set to win in the current market conditions.
This portfolio is an exclusive product for Rumble subscribers, and only 6 stocks from the portfolio are displayed on the Thndr app.
Rumble will be sharing August’s updated full list with you for free! But, if you want to continue getting updates starting September you’ll need to to subscribe to Rumble
Proven Performance
Our portfolio’s past performance speaks for itself. Let’s compare it to other funds and asset managers to see the benefits.
Understanding the Themes
Rumble’s experts have identified key market themes driving their stock selections. Each stock in the portfolio is chosen based on its potential within these themes, providing you with a clear understanding of the investment strategy.
- Banks and higher interest rates: Banks benefit from higher interest rates by expanding their net interest margins (NIMs), charging more on variable-rate loans while slowly increasing deposit rates.
- Export & commodity-linked companies: Companies with revenues tied to global commodities or denominated in USD can convert higher revenues into increased earnings, especially with a stronger USD against the EGP.
- Low debt & strong cash position: Companies with low leverage ratios and strong net cash positions are better positioned to manage higher interest rates, particularly those with significant USD assets.
- Ability to raise prices: Consumer sector companies that effectively pass increased costs to customers without significantly reducing sales volume can maintain or enhance their profit margins despite inflationary pressures.
- Defensive sectors: Companies in sectors like consumer staples, health care, education, telecom, and utilities typically exhibit stable revenue streams and resilience during economic downturns and market volatility.
Steps to success
- Invest in the full portfolio: To make the most out of the portfolio and it’s diversified selection of companies and themes, invest in all 10 stocks in the portfolio.
- Invest regularly: Consider investing in Rumble’s 2024 Fundamental Portfolio on a monthly basis. This approach allows you to benefit from cost averaging and potentially capture opportunities during market fluctuations.
- Stay tuned for updates: The portfolio is updated monthly and Rumble notifies their subscribers of any changes as they happen.
More than just a portfolio
Why subscribe to Rumble?
- Find strong companies to buy & hold through Rumble’s Fundamental Analysis Recommendations
- Find the best entry & exit points for stocks through Rumble’s Technical Analysis Recommendations
- Access expert-curated portfolios
- Access a library of exclusive content built with the goal of making you a smarter investor.
First month on Rumble is free. So, check them out & see for yourself.
Subscribe here
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