FNArena’s Weekly Insights – April 11 2022

In this week’s Weekly Insights:

Peter’s Portfolio Reviewed

By Rudi Filapek-Vandyck, Editor FNArena

Occasionally I am being asked to cast my eye over someone’s investment portfolio and give my honest opinion.

Time and other constraints (no financial advice!) often prevent me from responding in-depth. This week I have decided to dig deeper and provide more colour in response to the latest request, and share my insights with a broader audience.

The portfolio in question contains the following stocks:

-a2 Milk ((A2M)),
-Audinate Group ((AD8))
-Amcor ((AMC))
-Ansell ((ANN))
-Bapcor ((BAP))
-Bigtincan Holdings ((BTH))
-Breville Group ((BRG))
-Catapult Group International ((CAT))
-Cochlear ((COH))
-CSL ((CSL))
-Goodman Group ((GMG))
-Kogan ((KGN))
-Megaport ((MP1))
-NextDC ((NXT))
-Pro Medicus ((PME))
-TechnologyOne ((TNE))
-Wesfarmers ((WES))
-Woolworths ((WOW))……………..

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