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International Equities Portfolio

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 fell -2.4% last week while cash sits at 8%.  Glencore (GLEN LN) was our best performer rallying +6.2% while Brunswick Corp (BC US) had a shocker falling over 15% following a more bearish Jefferies report into the US leisure market, specifically around boat sales.

At this stage our top 3 picks for the chopping block are below but again this can change as markets/prices evolve:

  • Glencore Plc (GLEN LN)  which MM has discussed over recent weeks, we are looking to take around GBP550.
  • Ideally one of Amazon.com (AMZN US), Alphabet (GOOGL US), and Microsoft (MSFT US) around 5-10% higher.
  • Wells Fargo (WFC) into strength back above $US50.
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