Librarian Capital's Monthly Ranked Top Buys - April 2023

(Substack Exclusive) Portfolio Strategy

Welcome to the April edition of our monthly ranked top buys series, designed to facilitate regular reviews of our selection of preferred stocks. As of April 9, our illustrative “Select 15” portfolio has gained 8.4% year-to-date:

Our shares have done well since our last update on March 19. All but one of them have gained in local currencies, including Admiral’s share price rising 16.4% (in GBP), Intuit’s rising 8.0% and Alphabet’s (Class A) rising 6.7%. The average share price increase was 4.1%, and the only faller was Otis which fell 1.9%.

We are not making any changes to the rankings of our holdings, which remain unchanged at: