Portfolio update June 2022
Weak monthly performance due to the falling yen and a correction in the share prices of commodity stocks. Estimated reading time: 14 minutes
Related
Latest
Emerging market indices are flawed
Momentum-driven, concentrated, dilutive and with risk of front-running
Nintendo (7974 JP)
Video game developer with Switch 2 catalyst trading at 17.7x FY2028e P/E
