Part 2/8:
His journey begins in the mining sector, where he holds Rio Tinto. Unfortunately, the company has seen a substantial decline, nearly 20% throughout the year, largely influenced by the precarious state of the Chinese economy. With only one investment in this cyclical industry, he notes the need for patience in recovery.
Renewable Energy Sector
Next, he moves to the renewable energy sector, where Green Coat Wind Energy has dropped 15% due to geopolitical challenges and an undermined commitment to climate goals. Despite these setbacks, the dividend yield remains attractive, justifying his long-term hold.