Been thinking about building an, in theory, defensive portfolio for my pension. Having similar parallels to global brand funds but with a more tangible moat, unique assets. For example my thoughts are that nike is a global brand, but not a unique asset. A few names that i think fit my bill are Canadian Pacific, ASML, Linde, Nintendo/Disney, Apple. These are all businesses in a monopoly, oligopoly, historic IP or entrenched ecosystem. Do you think any of these names are disputable? Would like to here peoples own suggestions for companies? Or even if you think the whole premise is flawed?
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