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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 2Y pa ITD pa*
International Equities -4.63% -6.76% 1.19% 1.86% 17.95% 16.62%
Target 10% 0.83% 2.50% 5.00% 10.00% 10.00% 10.00%
Difference -5.46% -9.26% -3.81% -8.14% +7.95% +6.62%
* Inception date 26/06/2019
Portfolio Holdings trade now
COMPANY CODE STOCK NAME WEIGHT (%) RISK TIME HORIZON ENTRY DATE ENTRY PRICE ($) LAST PRICE ($) DIVIDENDS ($) GAIN / LOSS (%)
700 HK Tencent Holdings Ltd (HKD) 6 High Medium 22/01/2020 386.51 368.4 2.8 -3.96
AAPL US Apple 6 Moderate Medium 26/06/2019 48.49 149.24 2.75 213.45
BABA US Alibaba Group Holding Ltd 6 Moderate Medium 27/11/2019 194.97 91.99 -52.82
BC US Brunswick Corp/DE 5 Moderate Medium 07/04/2021 96.96 79.38 1.38 -16.71
CMG US Chipotle Mexican 6 High Medium 24/03/2022 1548.47 1322.06 -14.62
DE US Deere & Co Ltd 6 Moderate Long 6/08/2021 367 384.26 3.15 5.56
GLEN LN Glencore (GBp) 6 Moderate Long 25/11/2021 355 498.25 40.35
GOLD US Barrick Gold Corp 7 Moderate Medium 18/03/2021 20.59 20.47 0.25 0.63
GOOG US Alphabet 6 High Medium 27/01/2022 2627.22 2329.46 -11.33
JD US JD.com 5 High Medium 16/07/2021 76.87 53.67 -30.18
MSFT US Microsoft Corp 9 Moderate Medium 25/02/2020 172.07 266.82 2.63 56.59
PYPL US PayPal Holdings Inc 6 High Medium 02/07/2021 290.84 79.75 -72.58
TSCO LN Tesco PLC (GBP) 5 Moderate Medium 11/05/2022 277.6 278.3 0.25
TTD US Trade Desk Inc/The 6 High Medium 24/04/2020 35.77 53.37 49.2
WFC US Wells Fargo & Co 6 Moderate Medium 27/11/2019 51.26 43.71 1.54 -11.72
Portfolio cash position: 9%
Recent Sales trade now
Company code STOCK NAME WEIGHT(%) RISK TIME HORIZON EXIT DATE ENTRY PRICE ($) CLOSE PRICE ($) DIVIDENDS ($) GAIN / LOSS (%)
AMZN US Amazon 6 Moderate Medium 11/05/2022 3333.2 2162.07 -35.14
FCX US Freeport-McMoRan 5 Moderate High 24/03/2022 38.5 50.14 0.07 29.69
XOM US Exxon Mobil 5 High Medium 2/03/2022 55.4 80.6 45.49
WFC US Wells Fargo & Co 3 Moderate Medium 23/02/2022 51.26 55.85 1.29 11.47
BHP LN BHP Group PLC (GBp) 6 Moderate Medium 28/01/2022 1650 2381 170.43 54.63
SHOP US Shopify Inc 6 High Medium 25/11/2021 1324.28 1650 24.6
ZM US Zoom 4 High Medium 06/10/2021 369.75 251.3 -32.04
005930 KS Samsung Electronics Co Ltd (KRW) 5 Moderate Medium 27/08/2021 46250 74500 3702 69.09
2318 HK Ping An Insurance Group Co of 7 Moderate Medium 06/08/2021 91.28 68.05 3.15 -22
VALE US Vale SA 6 High Medium 22/07/2021 10.26 22.46 118.91
UBS US UBS Group AG 4 Moderate Medium 14/04/2021 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

The Trade Desk (TTD US) US$53.37

This advertising technology stock is extremely volatile and certainly not for the faint-hearted. Having added TTD in the portfolio back in April of 2020 around $US35, we have seen our funds triple and now more than half in the recent tech sell-off. With a market capitalisation of $US26bn – about the same size as Goodman Group (GMG) in Australia,  TTD is not a small business however on an estimated P/E of 61x it is in the growth camp.

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International Equities Portfolio

The MM International Equities Portfolio had a solid week up +1.99% with The Trade Desk (TTD US) adding +20.73% and Glencore (GLEN LN) up by +9.61%. The biggest drag was Apple (AAPL US) which lost -4.41% as the larger cap technology stocks joined the recent sell-off in growth.

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International Equities Portfolio

The MM International Equities Portfolio fell -7.2% during the week with cash remaining at 8%.  Trade Desk (TTD US) was whacked -26% and JD.com -15.6% while Brunswick (BC US) advancing just +0.5% was, unfortunately, the only green across our portfolio. While this portfolio is filled with high-quality companies, a number of these have fallen substantially this year dragging performance with them. In hindsight...

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JD.com (JD US) $US62.17

The one major theme catching our attention this week is we prefer the value in Asian tech when compared to its US peers although we do expect both to bounce in the coming weeks with tonight’s Fed rate hike potentially the catalyst for investors to finally move on from their bearish skew towards growth stocks – one that does make sense medium / longer term. Hence we are looking to lighten our US tech exposure into...

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International Equities Portfolio

The MM International Equities Portfolio added 3.75% during the week with cash at 8%. Amazon.com (AMZN US) falling -9.8% was the only negative, in the winners circle we saw Tencent (700 HK) +14.4%, JD.com (JD US) +18.2% and Alibaba (BABA US) +20.9% - overall a solid set of numbers.

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International Equities Portfolio

The MM International Equities portfolio fell -6.7% last week while cash sits at 8%. Every stock in the portfolio was down, the worst performers were PayPal (PYPL US) -16.6%, Glencore (GLEN US) -11.6% and Amazon.com (AMZN US) -8.9% while Brunswick Corp (BC US) was our best performer and it still fell -1.8%.  

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International Equities Portfolio

The portfolio added +1.71% for the week while cash sits at 8%.  Our most recent purchase of Chipotle Mexican Grill (CMG US) did well up 6.87% while Amazon (AMZN US) +5.23% & Brunswick (BC US) +4.94% more than offset weakness in PayPal (PYPL US) -3.90%.

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International Equities Portfolio

The portfolio fell -3.34% for the week while cash sits at 8%.  Technology stocks the major drag on performance thanks to higher bond yields over the period, although signs overnight of yields peaking should help. You could throw a blanket over our tech holdings with most down ~6%, Microsoft (MSFT US) was particularly weak down by 8.16%. Barrick Gold (GOLD US) was the best of the bunch up by 5.27%.   

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International Equities Portfolio

The portfolio fell -2.4% last week while cash sits at 8%.  Glencore (GLEN LN) was our best performer rallying +6.2% while Brunswick Corp (BC US) had a shocker falling over 15% following a more bearish Jefferies report into the US leisure market, specifically around boat sales.

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Actions for stocks held in the International Equities Portfolio

TTD US
UPDATED 18/05/2022 19:02
MM likes TTD short term targeting ~US$80
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TSCO LN
UPDATED 12/05/2022 08:58
MM are buying TSCO LN in the International Equities Portfolio, allocating 5% around 277.20
Add To Hit List
JD US
UPDATED 04/05/2022 17:37
MM is looking for 20-25% upside from JD in coming weeks/months
Add To Hit List
AAPL:US
UPDATED 31/03/2022 16:44
MM remains long & bullish Apple
Add To Hit List
GLEN LN
UPDATED 30/03/2022 17:25
MM is a seller of further strength in GLEN towards ~550p or a buying ~440p
Add To Hit List
CMG US
UPDATED 24/03/2022 17:26
MM are buying CMG US in the International Equities Portfolio, allocating 6% around $US1541
Add To Hit List
JD US
UPDATED 24/03/2022 17:26
MM likes JD.com around $US65
Add To Hit List
700 HK
UPDATED 24/03/2022 17:25
MM is bullish Tencent under $US400
Add To Hit List
BABA US
UPDATED 24/03/2022 17:25
MM likes BABA under $US120
Add To Hit List
BABA US
UPDATED 16/03/2022 15:34
MM believes BABA is very cheap under $US80
Add To Hit List
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