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International Equities Portfolio

For those seeking international direct equities exposure

About the International Equities Portfolio

About The Portfolio

A high conviction direct international equities portfolio that targets well known global brands, along with some smaller, high growth opportunities.

Prices in $US unless otherwise stated in the stock name

Portfolio Performance
Portfolio1M3M6M1Y3Y paITD pa*
International Equities-3.41%-1.97%3.70%23.54%-20.65%
Target 10%0.83%2.50%5.00%10.00%-10.00%
Difference-4.24%-4.47%-1.30%+13.54%-+10.65%
* Inception date 26/06/2019
Portfolio Holdings trade now
COMPANY CODESTOCK NAMEWEIGHT (%)RISKTIME HORIZONENTRY DATEENTRY PRICE ($)LAST PRICE ($)DIVIDENDS ($)GAIN / LOSS (%)
005930 KSSamsung Electronics Co Ltd (KRW)5ModerateMedium03/07/20194625081800370284.87
2318 HKPing An Insurance Group Co of (HKD)7ModerateMedium26/06/201991.2879.253.15-9.73
700 HKTencent Holdings Ltd (HKD)6HighMedium22/01/2020386.51596.52.855.05
AAPL USApple Inc6ModerateMedium26/06/201948.49130.151.86172.24
BABA USAlibaba Group Holding Ltd6ModerateMedium27/11/2019194.97209.327.36
BC USBrunswick Corp/DE5ModerateMedium07/04/202196.9694.420.34-2.27
BHP LNBHP Group PLC (GBp)6ModerateMedium24/10/20191650212991.7434.59
GOLD USBarrick Gold Corp7ModerateMedium18/03/202120.5922.459.03
MSFT USMicrosoft Corp6ModerateMedium25/02/2020161.38257.382.1460.81
SHOP USShopify Inc6HighMedium24/04/20201324.281366.33.17
TTD USTrade Desk Inc/The6HighMedium16/06/2021357.7590.265
VALE USVale SA6HighMedium04/06/202010.2621.49109.45
WFC USWells Fargo & Co5ModerateMedium27/11/201954.2145.571.32-13.5
ZM USZoom Video Communications Inc4HighMedium09/09/2020369.75361.83-2.14
Portfolio cash position: 19%
Recent Sales trade now
Company codeSTOCK NAMEWEIGHT(%)RISKTIME HORIZONENTRY DATEENTRY PRICE ($)CLOSE PRICE ($)DIVIDENDS ($)GAIN / LOSS (%)
UBS USUBS Group AG4ModerateMedium25/02/202012.215.70.9136.15
GOOGL USAlphabet Inc6ModerateLong7/04/20211257.32239.0378.08
XOM USExxon Mobil Corp5ModerateMedium7/04/202140.9656.393.4846.17
JPM USJPMorgan Chase & Co (GBp)5ModerateMedium17/03/2021125.29155.344.527.57
AAL LNAnglo American PLC (GBp)4ModerateMedium10/03/20211962287421.6347.59
V USVisa Inc (USD)5ModerateMedium10/02/2021203.5206.521.222.08
JHG USJanus Henderson (USD)4ModerateMedium9/09/202022.8419.761.26-7.97
700 HKTencent (HKD)2ModerateMedium24/07/2020386.515361.238.99
MSFT USMicrosoft (USD)2ModerateMedium24/07/2020161.372020.5125.49
UNH USUnited Health (USD)4ModerateMedium28/05/2020245.02303.771.0824.42
MC FPLVMH Holdings (EURO)4ModerateMedium22/05/2020387.55359.85-7.15
BAC USBank of America (USD)5ModerateMedium16/04/202030.3622.190.36-25.72
SH USProShares Short S&P500 (USD)8ShortHigh25/02/202026.4423.990.2-8.51
GOLD USBarrick Gold (USD)5ModerateMedium25/02/202016.01220.5440.79
NTFX USNetflix (US)5ModerateMedium24/07/2019382.77315-17.71
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Opinions for stocks held in the International Equities Portfolio

BHP Group (BHP)

Currently MM’s major exposure to the classic Resources Sector is through heavyweight BHP Group (BHP) but we anticipate moving back to a large overweight stance at some stage in 2021, hence today’s report after the FOMC meeting and subsequent rally in the $US.

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Gold

Precious metals have rallied steadily from their early April bottom but as the $US oscillates around its multi-year low volatility is slowly rising.

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BHP Group (BHP) $49.39

MM holds BHP in 3 of our portfolios, the resources giant has really helped our performance since the peak of the COVID panic.

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BHP Group (BHP) $51.65

BHP has already posted fresh all-time highs following a strong 3% rally yesterday. At this stage we intend to ride the train and look out for potential panic like buying, especially if it coincides with $US at fresh 2021 lows and FMG popping to fresh all-time highs – remember the market is like a mosaic of moving parts.

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Vale (VALE US)

The correlation between the $US and resource stocks doesn’t end in Australia iron ore giant Vale (VALE US) has also moved in sync with the $US implying that the trend should remain intact but another 10% correction isn’t too far away.

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Chart of the Week

BHP trades in the US, UK and Australia hence we generally have a  very good indication where it’s likely to open every morning.

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BHP Group (BHP) $49.80

On a more positive note the “Big Australian” as it used to be called on the old trading floors rallied strongly to within striking distance of its all-time high yesterday and this morning it looks set to be within 1% of the milestone,  a great performance considering the juicy dividends it’s paid along the way.

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Vale (VALE US) $US21.06

Vale is the worlds  2nd largest producer of iron ore after RIO Tinto (RIO), we feel its showing the direction for Australian producers moving forward after breaking to fresh 2021 highs in the last few weeks. We hold Vale in our International Equities Portfolio.

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Actions for stocks held in the International Equities Portfolio

TTD US
UPDATED 16/06/2021 13:53
MM are adding to TTD US in the International Equities Portfolio, allocating a further 2% around $US585
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GOLD US
UPDATED 16/06/2021 06:21
MM is bullish precious metals medium-term
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BHP
UPDATED 03/06/2021 09:24
MM remains bullish BHP but a on going consolidation around $50 feels likely
Add To Hit List
700 HK
UPDATED 01/06/2021 08:49
MM remains long & bullish Tencent initially targeting ~$700HKD.
Add To Hit List
TTD US
UPDATED 27/05/2021 08:10
MM are adding to TTD in the International Equities Portfolio, +2% around $US560
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BHP
UPDATED 11/05/2021 11:55
MM is considering lightening our BHP exposure when the $US makes fresh 2021 lows
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VALE US
UPDATED 11/05/2021 11:55
MM can see another 10% correction looming on the horizon for Vale (VALE US)
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BHP
UPDATED 10/05/2021 10:18
MM is bullish BHP short-term
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BHP
UPDATED 07/05/2021 09:20
MM remains bullish BHP
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VALE US
UPDATED 30/04/2021 16:47
MM is neutral Vale (VALE US)
Add To Hit List
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