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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
Portfolio 1M 3M 6M 1Y 3Y pa ITD pa*
International Equities -0.37% 7.10% 8.39% 21.45% - 27.53%
Target 10% 0.83% 2.50% 5.00% 10.00% - 10.00%
Difference -1.20% +4.60% +3.39% +16.79% - +17.53%
* Inception date 26/06/2019
Portfolio Holdings trade now
COMPANY CODE STOCK NAME WEIGHT (%) RISK TIME HORIZON ENTRY DATE ENTRY PRICE ($) LAST PRICE ($) DIVIDENDS ($) GAIN / LOSS (%)
700 HK Tencent Holdings Ltd (HKD) 6 High Medium 22/01/2020 386.51 472.8 2.8 23.05
AAPL US Apple 6 Moderate Medium 26/06/2019 48.49 148.12 2.08 209.75
AMZN US Amazon 6 Moderate Medium 27/08/2021 3333.2 3450 3.5
BABA US Alibaba Group Holding Ltd 6 Moderate Medium 27/11/2019 194.97 160.15 -17.86
BC US Brunswick Corp/DE 5 Moderate Medium 07/04/2021 96.96 97.01 0.68 0.75
BHP LN BHP Group PLC (GBp) 6 Moderate Medium 24/10/2019 1650 2026 170.43 33.12
DE US Deere & Co Ltd 6 Moderate Long 6/08/2021 367 355.98 -3
GOLD US Barrick Gold Corp 7 Moderate Medium 18/03/2021 20.59 19.5 0.12 -4.71
JD US JD.com 5 High Medium 16/07/2021 76.87 77.9 1.34
MSFT US Microsoft Corp 6 Moderate Medium 25/02/2020 161.38 299.79 2.7 87.44
PYPL US PayPal Holdings Inc 6 High Medium 02/07/2021 290.84 282.24 -2.96
SHOP US Shopify Inc 6 High Medium 16/06/2021 1324.28 1451.28 9.59
TTD US Trade Desk Inc/The 6 High Medium 24/04/2020 35.77 70.83 98.02
WFC US Wells Fargo & Co 5 Moderate Medium 27/11/2019 54.21 46.05 1.52 -12.25
XOM US Exxon Mobil 5 High Medium 27/08/2021 55.4 54.58 -1.48
ZM US Zoom 4 High Medium 09/09/2020 369.75 281.44 -23.88
Portfolio cash position: 9%
Recent Sales trade now
Company code STOCK NAME WEIGHT(%) RISK TIME HORIZON ENTRY DATE ENTRY PRICE ($) CLOSE PRICE ($) DIVIDENDS ($) GAIN / LOSS (%)
005930 KS Samsung Electronics Co Ltd (KRW) 5 Moderate Medium 03/07/2019 46250 74500 3702 69.09
2318 HK Ping An Insurance Group Co of 7 Moderate Medium 26/06/2019 91.28 68.05 3.15 -22
VALE US Vale SA 6 High Medium 2020-06-04 00:00:00 10.26 22.46 118.91
UBS US UBS Group AG 4 Moderate Medium 25/02/2020 12.2 15.7 0.91 36.15
GOOGL US Alphabet Inc 6 Moderate Long 7/04/2021 1257.3 2239.03 78.08
XOM US Exxon Mobil Corp 5 Moderate Medium 7/04/2021 40.96 56.39 3.48 46.17
JPM US JPMorgan Chase & Co (GBp) 5 Moderate Medium 17/03/2021 125.29 155.34 4.5 27.57
AAL LN Anglo American PLC (GBp) 4 Moderate Medium 10/03/2021 1962 2874 21.63 47.59
V US Visa Inc (USD) 5 Moderate Medium 10/02/2021 203.5 206.52 1.22 2.08
JHG US Janus Henderson (USD) 4 Moderate Medium 9/09/2020 22.84 19.76 1.26 -7.97
700 HK Tencent (HKD) 2 Moderate Medium 24/07/2020 386.51 536 1.2 38.99
MSFT US Microsoft (USD) 2 Moderate Medium 24/07/2020 161.37 202 0.51 25.49
UNH US United Health (USD) 4 Moderate Medium 28/05/2020 245.02 303.77 1.08 24.42
MC FP LVMH Holdings (EURO) 4 Moderate Medium 22/05/2020 387.55 359.85 -7.15
BAC US Bank of America (USD) 5 Moderate Medium 16/04/2020 30.36 22.19 0.36 -25.72
SH US ProShares Short S&P500 (USD) 8 Short High 25/02/2020 26.44 23.99 0.2 -8.51
GOLD US Barrick Gold (USD) 5 Moderate Medium 25/02/2020 16.01 22 0.54 40.79
NTFX US Netflix (US) 5 Moderate Medium 24/07/2019 382.77 315 -17.71
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Opinions for stocks held in the International Equities Portfolio

International Equities Portfolio

MM’s International portfolio fell -0.12% for the week however 0.89% of the fall was currency related (i.e. higher AUD).  We enjoyed strong gains from our Asian facing holdings such as Alibaba (BABA US), JD.com Inc (JD US) and Tencent (700 HK) which announced a buyback of its depressed stock while we also unfortunately saw 5 of our positions fall...

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BHP Group (BHP) $41.94

BHP traded ex-dividend yesterday with the share price closing over 20% below its July high – the combination of tumbling iron prices, a $5.7bn investment in Potash, unification of its’s listing structure and BHP’s planned petroleum demerger with Woodside (WPL) has weighed on the share price in a major fashion. Interestingly both BHP and WPL...

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Flagship Growth Portfolio

The portfolio advanced +0.13% over the past week pretty much in-line with a flat market while for the month it gained +1.84%. On the stock level we enjoyed strong performances last week from Qantas (QAN), HUB24 (HUB) and Whitehaven Coal (WHC) while Altium (ALU), Bravura (BVS) and a2 Milk (A2M)  where major drags – that’s the...

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International Equities Portfolio

The portfolio fell +xx% over the past week while cash remains at 15% affording us some flexibility to accumulate stocks into any weakness. We enjoyed standout performances by China facing Tencent (700 HK) +8.6% and JD.Com (JD US) +16.1% while our BHP position in London was not surprisingly the main casualty over the week.

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Exxon Mobil Corp (XOM US) $US54.91

We took a healthy +46% profit from our XOM holding in April missing the top but most importantly also the sharp correction through July and August. We again like the risk / reward with this $US232bn goliath for subscribers who are looking for some overseas exposure into the energy sector.

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BHP Group PLC (UK) GBP2163

BHP trading in London has been spearheading the drop in the resource stock but after tumbling ~15% from its intra-week high, and with the shares trading ex-dividend in the first week of September, the stocks effectively already arrived at our target zone providing a solid indication that its time to fade the unwind across the sector.

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International Equities Portfolio

The portfolio fell -2.69% over the past week while cash now sits at 15% affording us some flexibility to accumulate stocks into any weakness. It was  a tough time for a few of our holdings with Trade Desk Inc (TTD US), Alibaba (BABA US) and JD.com (JD US) all dropping by ~10% with 2 out of the 3 showing recent aversion to China since the tightened regulations is far from over.

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Flagship Growth Portfolio

The portfolio slipped -1.34% over the past week while cash sits at 7%, things actually felt worse at times which may be indicative of the markets “feel” at the moment. The portfolio experienced another very mixed week with notable strength from a2 Milk (A2M) and Bravura (BVS) while Lend Lease (LLC) and Zip (Z1P) weighed on the portfolio...

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BHP Billiton (BHP) $51.33

The big Australian reported overnight and there was a lot to unpack in the update. The stock rallied in London & fell heavily in the US, down over 6%.

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Actions for stocks held in the International Equities Portfolio

BHP
UPDATED 06/09/2021 08:58
MM is bullish BHP under $45
Add To Hit List
005930 KS
UPDATED 27/08/2021 14:02
MM are selling Samsung (005930 KS) in the International Equities Portfolio, taking profit around KRW 74600
Add To Hit List
XOM US
UPDATED 27/08/2021 14:00
MM are buying Exxon Mobil (XOM US) in the International Equities Portfolio, allocating 5% around $US55.00
Add To Hit List
AMZN US
UPDATED 27/08/2021 13:58
MM are buying Amazon (AMZN US) in the International Equities Portfolio, allocating 6% around $US3316
Add To Hit List
XOM US
UPDATED 24/08/2021 16:45
MM likes XOM around $US55
Add To Hit List
BHP
UPDATED 23/08/2021 08:57
MM likes BHP Plc ~GBP2,000
Add To Hit List
BHP
UPDATED 19/08/2021 16:51
MM is looking for a test of Junes low for BHP i.e. over 10% lower
Add To Hit List
BHP
UPDATED 19/08/2021 09:25
MM has moved to a more neutral stance on BHP
Add To Hit List
AAPL:US
UPDATED 18/08/2021 10:05
MM is neutral / bullish Apple Inc (AAPL US) around $US150
Add To Hit List
AAPL:US
UPDATED 13/08/2021 17:00
MM is neutral / bullish Apple Inc (AAPL US) around $US150
Add To Hit List
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