We are adding Novo Nordisk (NVO US) to the portfolio, buying weakness after a very tough year for the leading global pharma company behind fast-growing obesity-drugs Ozempic/Wegovy. We have written in more depth about NVO here.
MM is buying NVO US in the International Equities Portfolio, targeting a 4% weighting around $US49.00
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We are adding global streaming platform Spotify (SPOT US) to the portfolio following a reasonable pullback from highs, starting with a smaller 3% weighting with the view of adding to the position in time. We covered SPOT in more depth here.
MM is buying SPOT US in the International Equities Portfolio, targeting a 3% weighting around $US610
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