Our portfolio is constructed from stock ideas mentioned in our blog. In addition, we look to provide monthly commentary on our investments, trends and other interesting market news.
This is not advice and for discussion purposes only.
Here's why we added these to our portfolio
- Direct Line Group (DLG.L)
- Walt Disney Co. (DIS)
- S4 Capital (SFOR.L)
- Peloton Interactive (PTON)
- Taiwan Semiconductor (TSM)
- Air Transport Services Group (ATSG)
Other stocks mentioned