We used Episode 135 as an opportunity to talk through some of the trades we’ve each made in our portfolios recently. We focused on global stocks in this show, with reference to Magic Markets Premium research where applicable.
As we always say: we eat our own cooking with that research.
Stocks covered in this show include Microsoft, Apple, Meta, Netflix, Tesla, Disney, TripAdvisor, Carnival Corporation, Visa, Johnson & Johnson, PepsiCo and Yum! Brands.
We also talked about the importance of having different buckets in your portfolio, ranging from solid long-term holds through to more speculative positions.
Magic Markets brings you institutional-level knowledge delivered in a way that is easy to understand. For more of our work, you can find our free shows here and our Premium library here.
Subscribe here>>>
Our home country is burning. South Africa is in economic turmoil and lives are being lost. This isn't sensationalist. This is what is happening...
A multi-asset investment platform is a complicated animal to build and operate. With considerations like getting the balance of automation and human involvement just...
Start your engines has quickly become start your batteries - or has it? Are electric vehicle adoption rates problematic everywhere, or are some companies...
