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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 MM International Equities Portfolio had a strong week up by 6.04% while cash sits at 2%. For the month of July, the portfolio was 7.35% higher.  Some big moves played out in the 5 trading sessions since our last update, mostly on the upside with Chipotle (CMG US) rallying 18.29% on a better-than-feared earnings report, Paypal (PYPL US) +16.89% plus they have just provided a good update after market close, more on this below, while The Trade Desk (TTD US) +12.16%, Alphabet (GOOGL US) +10.44% & our most recent addition in Snowflake (SNOW US) +10.37% all did well. The most obvious negative influence came from Asian-facing technology, Alibaba (BABA US) fell -8.23% and JD.com (JD US) was down -4.70% for thew week.

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