The Market Matters International Equities Portfolio is a high conviction direct international equities portfolio that targets well known global brands – Click here to view
The MM International Equities Portfolio fell 0.57% while cash remains at 4%. The main headwind on performance came from JD.com (JD US) -5.8% and Tencent (700 HK) -4.5% while Trade Desk (TTD US) +5.5% and Barrick Gold Corp (GOLD US) +2.3% helped the cause.
This week we’ve already looked at our US tech holdings, which we still like, hence today we’ve cast our eyes to our worst performing position to remind ourselves and subscribers that “if you look after your losers the winners will look after themselves” :
