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 Portfolio was flat during the week while cash sits at 8%. That included a -1.48% influence from the currency, the AUD rallying back up above US75c detracting from performance. The Trade Desk (TTD) US) +6.60% enjoyed funds circulating back into tech and so too did Apple (AAPL US) which put on +4.41%. Commodities pulled back with Glencore (GLEN LSE) down -6.24% to be the biggest drag.
