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New video: portfolio winners and losers – plus comments on US tech giants
The Quality Shares Portfolio, managed by our Head of Equities, Charlie Huggins, has just passed its 6-month anniversary.
How is the portfolio faring? What are the highlights?
In our latest video interview, Charlie gives the lowdown on performance in the first six months. He discusses winners and losers – including one company he mentions openly for the first time – and gives his thoughts on prospects for the portfolio.
Charlie also talks about a major theme in the last six months: the very strong performance of US technology companies, led by chip giant NVIDIA.
Important: The information on individual company shares represents the view of Charlie as portfolio manager but it is not a personal recommendation to buy, sell or hold shares in any company. Experienced investors should form their own considered view or seek advice if unsure. Charlie personally holds shares in the companies mentioned and invests in the Quality Shares Portfolio. This article is original Wealth Club content.
Interview with Charlie Huggins – Quality Shares Portfolio six months in (recorded Sep 2023)
Note: Some of the stocks mentioned in the video are denominated in USD so the return for UK investors will be affected by currency fluctuations.
Watch the video to find out Charlie’s views:
- What are the Quality Shares Portfolio winners and losers in the last six months?
- How has the portfolio performed – and why?
- Why have US tech giants performed so strongly?
- Why don’t they make the cut for the Quality Shares Portfolio?
- What are the prospects for the Quality Shares Portfolio?
Watch the video now to find out.
Apply online now: Quality Shares Portfolio, managed by Charlie Huggins
The Quality Shares Portfolio, managed by Charlie Huggins and exclusively available through Wealth Club, is a portfolio specifically designed for people who are genuinely interested in investing.
It’s a portfolio of around 15 global businesses chosen for their resilience, financial strength and pricing power.
It is profoundly different from any other investment you might hold in two key respects. The first is the level of information, insight and transparency it provides (you can see an example here). The second is in the investing approach itself.
You can invest in the Quality Shares Portfolio online, if you’re a high net worth or sophisticated investor. The minimum investment is £10,000; you can invest in an ISA, SIPP or in a General Investment Account, subscribing new money or transferring existing investments.
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Wealth Club aims to make it easier for experienced investors to find information on – and apply for – investments. You should base your investment decision on the offer documents and ensure you have read and fully understand them before investing. The information on this webpage is a marketing communication. It is not advice or a personal or research recommendation to buy any of the investments mentioned, nor does it include any opinion as to the present or future value or price of these investments. It does not satisfy legal requirements promoting investment research independence and is thus not subject to prohibitions on dealing ahead of its dissemination.
Alex Davies
Chief Executive
Alex was a board director at Hargreaves Lansdown, where he worked for 15 years. He was responsible for building Hargreaves Lansdown into the biggest direct-to-consumer SIPP provider in the UK with more than 150,000 clients and over £12 billion under management. He is a keen investor with a portfolio of shares, funds, student property, EIS and VCT investments.