
Allure Capital team tends to be counter-cyclical, buying assets when they are out of favour and taking advantage by selling when investors become over-exuberant. We prefer to keep things simple and avoid options, futures and complex financial products.

4.5 %
3.9 %
Union Pacific
3.4%
NTT
3.3 %
3.3 %
Royal Dutch Shell
3.2 %
IBM
3.2%
FedEx
3.1 %
Verizon
3.1 %
Lowe’s
3.1 %
CSX
3.0%
Colgate
2.9 %
JPMorgan Chase
2.8%
Heineken
2.7 %
Nestlé
2.7%
Gazprom
2.7 %
Wal-Mart
2.6%
Hess
2.5 %
McGraw-Hill
2.5%
2.4 %
Bank of America
2.4%
General Mills
2.3 %
BP
2.3%
Procter & Gamble
2.3 %
Citigroup
2.1%
Novartis
2.1 %
Home Depot
1.9%
Vodafone
1.9 %
eBay
1.8%
Goldman Sachs
1.8 %
Che sapeake
1.8%
Lukoil
1.7 %
Mondelez
1.6%
AstraZeneca
1.5 %
Sanofi
1.5%
Tesco
1.5 %
Rosneft
1.4%
UBS
1.4 %
Coca Cola
1.4%
Ultra Petroleum
1.1 %
Diageo
0.8%
Anadarko
0.8 %
Cloud Peak Energy
0.6%
Tap Oil
0.1 %
Circadian
0.1%
Seventy Seven Energy
0.1%
Gazprom Neft
0.8%