REVEALED: Our Full Portfolio Unveiled
Published 15-NOV-2020 12:10 P.M.
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2 minute read
UPDATE: Click here to see our full stock portfolio
In 2020, the Next Investors evolved.
We used to cover nearly 100 stocks a year that had interesting news.
Some went up. Some went down.
Our improved model is to ONLY cover a portfolio of around 15 high conviction stocks that WE are invested in.
We don’t believe in charging you subscription fees to tell you about our stocks.
We are investors like you and make money when our stock picks succeed over the long term.
Some of the highlights from our portfolio companies (from when we alerted our readers to highest return) include:
- VUL: 1,003%
- EXR: 362%
- MYQ: 1,200%
- LCL: 522%
- EMN: 484%
- WHK: 283%
We hold positions in all of these stocks and look forward to updating you with their progress.
Hopefully, you have had your own wins with some of these companies. Let us know, we’d love to hear from you.
In the last few months we have assessed over 20 potential new portfolio additions, where we DID NOT PROCEED with an investment.
Why?
It all comes down to our belief in the company and whether it’s the right time to invest.
If we don’t personally invest in it, we won’t cover it.
We have developed a stringent vetting process to choose our investments which we will share with you in the coming weeks.
That’s not to say we get it right all the time. No one has a perfect record, especially at the speculative end of the market.
We believe that with our experience and our relationships with company management and trusted advisors, we maximise our chances of investing in successful stocks.
Many of you have asked which stocks are in our portfolio and why.
Click here to view our current portfolio of investments.
Bookmark this page to monitor our portfolio.
We will continue to send regular updates about existing portfolio companies and new portfolio additions.
All the best with your investing.d
General Information Only
S3 Consortium Pty Ltd (S3, ‘we’, ‘us’, ‘our’) (CAR No. 433913) is a corporate authorised representative of LeMessurier Securities Pty Ltd (AFSL No. 296877). The information contained in this article is general information and is for informational purposes only. Any advice is general advice only. Any advice contained in this article does not constitute personal advice and S3 has not taken into consideration your personal objectives, financial situation or needs. Please seek your own independent professional advice before making any financial investment decision. Those persons acting upon information contained in this article do so entirely at their own risk.
Conflicts of Interest Notice
S3 and its associated entities may hold investments in companies featured in its articles, including through being paid in the securities of the companies we provide commentary on. We disclose the securities held in relation to a particular company that we provide commentary on. Refer to our Disclosure Policy for information on our self-imposed trading blackouts, hold conditions and de-risking (sell conditions) which seek to mitigate against any potential conflicts of interest.
Publication Notice and Disclaimer
The information contained in this article is current as at the publication date. At the time of publishing, the information contained in this article is based on sources which are available in the public domain that we consider to be reliable, and our own analysis of those sources. The views of the author may not reflect the views of the AFSL holder. Any decision by you to purchase securities in the companies featured in this article should be done so after you have sought your own independent professional advice regarding this information and made your own inquiries as to the validity of any information in this article.
Any forward-looking statements contained in this article are not guarantees or predictions of future performance, and involve known and unknown risks, uncertainties and other factors, many of which are beyond our control, and which may cause actual results or performance of companies featured to differ materially from those expressed in the statements contained in this article. S3 cannot and does not give any assurance that the results or performance expressed or implied by any forward-looking statements contained in this article will actually occur and readers are cautioned not to put undue reliance on forward-looking statements.
This article may include references to our past investing performance. Past performance is not a reliable indicator of our future investing performance.
