The Market Matters International Equities Portfolio is a high conviction direct international equities portfolio that targets well known global brands – Click here to view
MM’s International portfolio endured a tough week falling -1.26% the currency fluctuations provided a much needed +1.86% tailwind. We are holding 9% in cash with 2 moves in our mind at present as we again look to take advantage of market wobbles:
- Wells Fargo (WFC) – we are looking to increase our holding from 5% to 7% into the current pullback looking for fresh 2021 highs.
- Glencore (GLEN LN) – we have been flagging Glencore over recent weeks, we are keen buyers of this diversified miner below GBP300.
MM is looking to buy GLEN and increase our WFC position
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