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 had a solid week up by +5.44% even after the currency detracted -1.12%. Cash sits at 9%. Volatility within The Trade Desk (TTD US) remained high with the stock rebounding +20% while Alibaba (BABA US) +15.11% and JD.com (JD US) +11.87% were also highlights. Barrick Gold (GOLD US) -4.03% was the only real detractor from portfolio performance.