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
This material has been prepared by Jason Price. Jason Price is an authorised representative (AR 000296877) of 62 Consulting Pty Limited (ABN 88 664 809 303) (AFSL 548573) (62C), and a Director of S3 Consortium Pty Ltd (trading as StocksDigital).
This material is general advice only and is not an offer for the purchase or sale of any financial product or service. The material is not intended to provide you with personal financial or tax advice and does not take into account your personal objectives, financial situation or needs. Although we believe that the material is correct, no warranty of accuracy, reliability or completeness is given, except for liability under statute which cannot be excluded. Please note that past performance may not be indicative of future performance and that no guarantee of performance, the return of capital or a particular rate of return is given by 62C, Jason Price, StocksDigital, any of their related body corporates or any other person. To the maximum extent possible, 62C, Jason Price, StocksDigital, their related body corporates or any other person do not accept any liability for any statement in this material.
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.
