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2023 global portfolio
Global stocks
Avantor: Underperforming pharma play but financial ratios remain healthy
Avantor is the global provider of mission-critical products and services to customers including the biopharma sector.
June 23, 2023
Global stocks
Aristocrat Leisure: Pulling in consistent cash flow while earnings expand from online gaming
Aristocrat Leisure operates three business units, one of which is Aristocrat Gaming, which covers gaming operations.
June 22, 2023
Global stocks
Stay the course amid the volatility
The top performer was CrowdStrike Holdings with 53.0% returns, while the worst performer was Teleperformance with –35.0% returns.
June 22, 2023
Global stocks
Allocating our 10 stock picks for 2023
Our 2023 portfolio started on Jan 30 with US$202,154 ($263,670).
February 03, 2023
Global stocks
Maintaining our outperformance with 10 sound picks for 2023
Our 2023 portfolio this year will start on Jan 30 with US$202,154.
January 23, 2023
Global stocks
Aristocrat Leisure: Gaming giant with many moats
The company’s one-year total return was –23% despite having solid financials.
January 23, 2023
Global stocks
Avantor: Integrated biopharma vanguard
The company’s one-year total return was –41.4% although its financials were mostly intact.
January 23, 2023
Global stocks
CrowdStrike Holdings: Keeping the faith
The company’s one-year total return was –41.4%, although its cash flow was excellent.
January 23, 2023
Global stocks
Denso Corp: Fast and steady
The company’s one-year total return was –31.6%, although its financials were solid.
January 23, 2023
Global stocks
JD Logistics: Behind every click to buy
JD Logistics’ one-year total return was –37.9%, although its business performance was decent.
January 23, 2023