Name: Investment strategy & portfolio construction
Uploaded: 2023-02-07T13:58:40.809253+00:00
Duration: 3059 s
Channel: Vox Markets
Description: Investment strategy & portfolio construction

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/693/005693/video_qoOC3ts.mp4#t=177

Vox Markets

Investment strategy & portfolio construction

Outlook for equities.

Valuations

Canadian Natural Resources (CNQ)

Dexcom (DXCM)

When to take profits

Sartorius (SRT)

Veeva Systems (VEEV)

Autodesk (ADSK)

Nvidia (NVDA)

ASML Holdings (ASML) & Lam Research (LRCX)

Canadian National Railway (CNI) & Union Pacific Corp (UNP)

Kering (KER)

Charles Schwab (SCHW)

Mastercard (MA) & Visa (V)

Microsoft (MSFT)

UK largecap growth

How to invest in Blue Whale

Stephen Yiu of Blue Whale Growth Fund covers 15 stocks including: CNQ, DXCM, SRT, VEEV, ADSK, NVDA, ASML, LRCX, CNI, UNP, KER, SCHW, MA, MSFT, V

<p>Stephen Yiu of Blue Whale Growth Fund covers 15 stocks including: CNQ, DXCM, SRT, VEEV, ADSK, NVDA, ASML, LRCX, CNI, UNP, KER, SCHW, MA, MSFT, V</p>

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/693/005693/video_qoOC3ts.mp4