The European football season is finally upon us after an exhilarating World Cup 2018! I am a huge fan of the English Premier League (EPL). This season, fans are in for a treat. We have been blessed with 6 elite managers at the top 6 clubs. All of them have unique philosophies in how football should be played in order to achieve the end goal – silverware. Pep Guardiola with his ‘tiki-taka’. Jurgen Klopp with his ‘Gegenpressing’. Jose Mourinho with his ‘park the bus’. Maurizio Sarri with his ‘Sarri-Ball’. Constructing a football team is akin to building a portfolio. You need an over-arching investing philosophy/strategy. Next, you need to find the balance between offense and defence. If certain players are off-form or injured (companies facing headwinds), you must be ready to make substitutions.
Without further ado, this is my investment team!
Philosophy/Strategy: Dividend Investing with focus on logistics, healthcare, data centres & finance
Formation: Classic Diamond Midfield 4-4-2 (Who doesn’t like the classics, right? :P )
Substitutes: MCT, CMT & Suntec REIT