Shares - index

 Shares index

+ ADH -Adairs

+ AFG*** &

+ ALD - Ampol

+ ALL***&

+ ALS Ltd (ALQ)***&

+ AMC - Amcor - IS

+ ANZ

+ APA***** IS

+ APE - Eagers

+ APX -Appen

+ ARB -****&

+ ASX - Australian Stock Exchange ***&

+ AUB Group

+ AX1 - Accent group

+ BEN - Bendigo and Adelaide bank

+ BFG - Bell financial group****&

+ BHP

+ BRG - Breville****

+ BSL - bluescope

+ BXB****&

+ CAR

+ CBA

+ CCP - creditcorp***&

+ CCV - cash converters

+ CDA - Codan ****&

+ CHC - Charter Hall group

+ CKF - Collins Foods

+ COH - Cochlear ****&

+ COL -coles**

+ CPU****&

+ CSL ***&

+ CWP *****&

+ DDR - Dicker Data****&

+ DTL Data#3*****&

+ DMP

+ EDV endeavour

+ EVN - evolution mining

+ FLT - Flight center

+ FDC

+ FMG - Fortescue Metals

+ GNC Grain corp

+ GWA*** &

+ HVN ***

+ IPG - IPD Group Ltd****&

+ IPH**** &

+ JBH - JB HiFI****&

+ JIN - Jumbo*****&

+ LOV -Lovisa ****&

+ MMS McMillan Shakespeare  ****&

+ MTO

+ MPL - Medicare private****&

+ MQG -macquarie bank***&

+ MTS - Metcash*****&

+ MYR

+ NAB

+ NCK****&

+ NHF -NIB holdings***&

+ NST - Northern Star

   - Comparison NST vs EVN

+ ORG - Origin

+ PNI -Pinnacle

+ PME - promedicus****&

+ PMV - Premier Investments

+ REA *****&

+ RIO

+ RMD resmed*****&

+ S32

+ SEK - SEEK

+ SGH -

+ SHL - Sonic Healthcare

+ SIG - sigma (Chemist Warehouse)

+ SIQ Smart group ****&

+ SNL - SUPPLY NETWORK LIMITED****&

+ SOL - Soul Pattersons***&

+ SSG ***&

+ SDF- Steadfast Group

+ SUBD

+ SUL - Super retail group

+ SXE ***&

+ TLS - telstra ***

+ TNE - Tech one *****&

+ TWE - treasury wine

+ VEA

+ VNT - ventia***&

+ WBC - westpac

+ WES : Wesfarmers ****&

+ WDS woodside

+ WOW -Woolies

+ XRF Scientific****&

& = ROIC above or equal to 10% (and WACC < ROIC)

IS - income stock,  not really a Buffet style compounding growth machine

....

ETFs & LICs

+ AFI(Australian Foundation Investment Company)**A....&&

+ ARG argo**A..... &&

+ AYLD - covered call ETF**A

+ BTI - Bailador Technology Investments**A

+ DHHF**i

+ FGG**i

+ FGX**A

+ IOO ISHARES GLOBAL 100 ETF**i

+ IOZ**A

+ IVV**i

+ LSF - L1 Capital Global Long Short Strategy (GLSF)**i

+ MFF *****i

+ MOAT - VANECK MORNINGSTAR WIDE MOAT ETF

+ MXT - Metrics Master Income Trust**A

+ MVW - MVIS Australia Equal Weight Index**A...&

+ NDQ.... NASDAQ 100...i

+ PIA **** i

+ PGA1**i

+ PL8**A**&

+ PGI2****i

+ QUAL**i

+ QUS - BETASHARES S&P 500 EQUAL WEIGHT ETF

+ RYD**A

+ SWTZ**A ...... a good comparison between different ETFs and LICs

+ SYI**A*****&&

+ TLRA - TALARIA **i , low USA

+ URNM**i

+ VAS... Vangard Australian Shares

+ VEU**i (ex USA)

+ VGS**i

+ VHY** A****&&

+ VSO.... Australian Small Companies

+ WAA

+ WAM

+ WAX wam research

+ WGB.... WAM Global

+ WCMQ....i

+ WLE

+ WMX... A + corporate debt

A = Australian

i = international

=======================

"Buffett Style companies"

+ AFG*** &...................................................................................(1, 2*, 3)

+ AFI (Australian Foundation Investment Company)**A....&&

+ ALL**aristocrat*& .....................................................................(1, 2, 3)

+ ALS Ltd (ALQ)**A **&  (1, 2)

+ AMC - Amcor -(IS)

+ APA***** (IS)

+ ARB -****&& (1, 3)

+ ARG argo**A..... &&

+ ASX - Australian Stock Exchange ***& (1)

+ BFG - Bell financial group****& (2, 3)

+ BRG - Breville****.......................................................................(1, 2, 3)

+ BXB**brambles***&................................................................... (1, 2, 3)

+ CAR............................................................................................. (1, 2, 3)

+ CCP - creditcorp***& ( 3)

+ CDA - Codan ****& ...................................................................(1, 2, 3)

+ CHC - Charter Hall group ............................................................(1, 2, 3)

+ COH - Cochlear ****& .............................................................. (1, 2, 3)

+ CPU****&....................................................................................(1, 2, 3)

+ CSL ***&

+ CWP *****& (IS)

+ DHHF**i

+ DTL Data#3*****&......................................................................(1, 2, 3)

+ FGX**A

+ IOO ISHARES GLOBAL 100 ETF**i

+ IPG - IPD Group Ltd****&..........................................................(1, 2, 3)

+ IVV**i

+ JBH - JB HiFI****&.....................................................................(1, 2, 3)

+ JIN - Jumbo*****&..........................................................................(1, 2, 3)

+ LOV -Lovisa ****&.......................................................................(1, 2, 3)

+ MFF *****i

+ MOAT - VANECK MORNINGSTAR WIDE MOAT ETF

+ MMS McMillan Shakespeare ****& (1, 2)

+ MPL - Medicare private****&.......................................................(1, 2, 3)

+ MQG -Macquarie bank***& .............................................................(1, 2, 3)

+ MTS - Metcash*****& (IS) (1*,2*)

+ NCK****&.......................................................................................(1, 2, 3)

+ NHF -NIB holdings***&................................................................(1, 2*, 3*)

+ PME - promedicus****&................................................................(1, 2, 3)

+ PNI -Pinnacle...................................................................................(1, 2, 3)

+ PMV - Premier Investments (2, 3)

+ QUAL**i

+ QUS - BETASHARES S&P 500 EQUAL WEIGHT ETF

+ REA *****&.....................................................................................(1, 2, 3)

+ RMD resmed*****&.........................................................................(1, 2, 3)

+ RYD**A

+ SDF- Steadfast Group........................................................................(1, 2, 3)

+ SHL - Sonic Healthcare....(1*, 3)

+ SIG - sigma (Chemist Warehouse) (1, 3)

+ SIQ Smart group ****&...................................................................(1, 2, 3)

+ SNL - SUPPLY NETWORK LIMITED****&................................(1, 2, 3)

+ SOL - Soul Pattersons***&...............................................................(1, 2, 3)

+ SSG * shaver shop**& (IS)

+ SUL - Super retail group....................................................................(1, 2, 3*)

+ TNE - Tech one *****&&..................................................................(1, 2, 3)

+ VNT - ventia***& .............................................................................(1*, 2, 3)

+ VEU**i (ex USA)

+ WCMQ....i

+ WES : Wesfarmers ****&..................................................................(1, 2, 3)

+ XRF Scientific****&..........................................................................(1, 2, 3)

Warren Buffett’s capital allocation framework relies on three fundamental pillars: 

1. A sustainable economic moat

2. high returns on retained earnings

3. disciplined debt management.

(1, 2, 3) - these are the true Buffett compounders.

(1*,2*,3*) - Buffett compounder, but with questions.

IS          - income stock,  not really a Buffet style compounding growth machine

& = ROIC above or equal to 10% (and WACC < ROIC)