International Equities Portfolio
For those seeking international direct equities exposure
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 $US unless otherwise stated in the stock name
| Portfolio | 1M | 3M | 6M | 1Y | 3Y pa | ITD pa* |
|---|---|---|---|---|---|---|
| International Equities | -1.54% | 5.16% | 13.81% | 31.32% | - | 22.80% |
| Target 10% | 0.83% | 2.50% | 5.00% | 10.00% | - | 10.00% |
| Difference | -2.37% | +2.66% | +8.81% | +21.32% | - | +12.80% |
| COMPANY CODE | STOCK NAME | WEIGHT (%) | RISK | TIME HORIZON | ENTRY DATE | ENTRY PRICE ($) | LAST PRICE ($) | DIVIDENDS ($) | GAIN / LOSS (%) |
|---|---|---|---|---|---|---|---|---|---|
| 005930 KS | Samsung Electronics Co Ltd (KRW) | 5 | Moderate | Medium | 03/07/2019 | 46250 | 84000 | 3702 | 89.63 |
| 2318 HK | Ping An Insurance Group Co of (HKD) | 7 | Moderate | Medium | 26/06/2019 | 91.28 | 91.55 | 3.15 | 3.75 |
| 700 HK | Tencent Holdings Ltd (HKD) | 6 | High | Medium | 22/01/2020 | 386.51 | 623.5 | 1.2 | 61.63 |
| AAPL US | Apple Inc | 6 | Moderate | Medium | 26/06/2019 | 48.49 | 132.03 | 1.86 | 176.12 |
| BABA US | Alibaba Group Holding Ltd | 6 | Moderate | Medium | 27/11/2019 | 194.97 | 239.23 | 22.7 | |
| BC US | Brunswick Corp/DE | 5 | Moderate | Medium | 07/04/2021 | 96.96 | 102.51 | 5.72 | |
| BHP LN | BHP Group PLC (GBp) | 6 | Moderate | Medium | 24/10/2019 | 1650 | 2208 | 91.74 | 39.38 |
| GOLD US | Barrick Gold Corp | 7 | Moderate | Medium | 18/03/2021 | 20.59 | 21.11 | 2.53 | |
| MSFT US | Microsoft Corp | 6 | Moderate | Medium | 25/02/2020 | 161.375 | 255.59 | 2.14 | 59.71 |
| TTD US | Trade Desk Inc/The | 4 | High | Medium | 24/04/2020 | 253.97 | 716.1 | 181.96 | |
| VALE US | Vale SA | 6 | High | Medium | 04/06/2020 | 10.26 | 18.91 | 84.31 | |
| WFC US | Wells Fargo & Co | 5 | Moderate | Medium | 27/11/2019 | 54.21 | 41.99 | 1.32 | -20.11 |
| ZM US | Zoom Video Communications Inc | 4 | High | Medium | 09/09/2020 | 369.75 | 329.2 | -10.97 |
| Company code | STOCK NAME | WEIGHT(%) | RISK | TIME HORIZON | ENTRY DATE | ENTRY PRICE ($) | CLOSE PRICE ($) | DIVIDENDS ($) | GAIN / LOSS (%) |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
Opinions for stocks held in the International Equities Portfolio
Trade Desk (TTD US) $US722.97
The Trade Desk (TTD US) operates a software platform that allows for advertisers to buy digital screen time on various formats and devices, its been the standout performer in our international portfolio even after suffering at the hands of rising bond yields. Read moreUBS Group (UBS US) $US15.64
Swiss multinational investment bank has been a solid investment for MM advancing ~40% in just over 12-months. Read moreTencent (700 HK) $HK629.50
Yesterday, the largest shareholder of Asia’s largest technology company Tencent was looking to sell 2% of the company reducing it’s stake from 30.9% down to 28.9% raising around US$14 billion in the process. Read moreBrunswick Corp (BC US) $US97.15
Moving from Google into marine company Brunswick Corp is a clear shift down the risk curve. Read moreAlphabet Inc (GOOGL US) $US2209.26
Google (GOOGL US) has been a great investment for MM to-date however the squeeze higher in technology shares has pushed the search engine goliath into our flagged sell zone. Read moreExxon Mobil Corp (XOM) $US56.34
MM has turned neutral / bearish oil and see this as a good opportunity to lock in a strong profit in Exxon Mobil. Read moreChart of the Week
A confluence of factors sent Asia’s largest technology company down nearly 30% in 2021 making it one of the poorest performers on a global scale. Read moreZoom Video Communications (ZM US) $US313.19
We’ve been looking for a bounce in ZM to cut our position over recent weeks Read moreAlphabet Inc (GOOGL US) $US2046.47
Household name Google (GOOGL US) has been a great investment for MM to-date. Read moreActions for stocks held in the International Equities Portfolio
UBS US
UPDATED 14/04/2021 11:47
MM are selling UBS in the International Equities Portfolio, taking profit around $US15.65
Add To Hit List UBS US
UPDATED 14/04/2021 11:20
TTD US
UPDATED 14/04/2021 11:18
700 HK
UPDATED 08/04/2021 09:28
XOM US
UPDATED 07/04/2021 14:10
MM is selling XOM in the International Equities Portfolio taking a profit around $US 56.34
Add To Hit List GOOGL US
UPDATED 07/04/2021 14:09
BC US
UPDATED 07/04/2021 14:09
MM is buying BC US in the International Equities Portfolio with a 5% weighting around $US97.00
Add To Hit List 700 HK
UPDATED 06/04/2021 08:55
MM is bullish Tencent (700 HK)
Add To Hit List ZM US
UPDATED 31/03/2021 09:05
MM is considering selling ZM into a bounce.
Add To Hit List GOOGL US
UPDATED 31/03/2021 09:04
MM is considering selling GOOGL around $US2,200.
Add To Hit List 
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