Make your money go further for just 25p per day

PREMIUM

Lessons from a rapid sell-off

10/03/2020 · Adobe (ADBE)  · Booking Holdings (BKNG)  · Intuit (INTU)  · L'Oreal (OR)  · Microsoft (MSFT)  · Sage Group (SGE)  · Walt Disney (DIS)  · WH Smith (SMWH) 

Ultimate Stocks Investor's Champion logo

Like the rest of the global stock market, our Ultimate Stocks took a battering on Monday. By the end of the day, the portfolio was down 13.8% in the year to date as all 25 of our picks slipped into the red.


It’s not a dire performance in the context of the wider markets. The absence of any oil and gas stocks in our portfolio means we were sheltered from the worst of Monday’s fall and the portfolio has outperformed the S&P500 and FTSE All Share in the year to date (down 16% and 22% respectively).

We’re heavy on software – AdobeIntuitMicrosoft and Sage – whose operations aren’t likely to be damaged by the coronavirus or…

Continue reading our content…

Gain access to all our excellent content for just £90 per year, that’s just 25p per day for financial freedom.
  • Unlimited access to our market-beating portfolios
  • In-depth coverage of many of the world’s great companies
  • Unique insights from our top research team
Register FREE for access to limited content.
  • Company and markets insights
  • Sponsored content
  • Podcasts

Previous article Next article

Have your say

Log in or register to view or add comments.

For access to the top news and insights from the investment world

REGISTER FREE

Fundamental Asset Management
Buy any of our portfolios with our associates.
 

FIND OUT MORE

More on Adobe

Lessons from a rapid sell-off

10/03/2020 · Portfolio

Like the rest of the global stock market, our Ultimate Stocks took a battering on Monday.…


Glowing returns from our Ultimate Stocks in 2019

02/01/2020 · Portfolio

Our 20 stocks beat the 27% increase in the S&P 500 in 2019 and generated over…


More on Booking Holdings

Ultimate Stocks: 3 hospitality companies with a coronavirus exit strategy

08/04/2020 · Portfolio

Since our initial assessment of the impact of the coronavirus on the 25 companies in our…


Lessons from a rapid sell-off

10/03/2020 · Portfolio

Like the rest of the global stock market, our Ultimate Stocks took a battering on Monday.…


More on Intuit

Healthy growth potential from subscription businesses

01/06/2020 · Portfolio

Accounting software providers Sage and Intuit are experiencing difficult operating conditions caused by Covid-19. However, their…


Lessons from a rapid sell-off

10/03/2020 · Portfolio

Like the rest of the global stock market, our Ultimate Stocks took a battering on Monday.…


More on L'Oreal

Ultimate Stocks: The woes of not being ‘essential’

23/04/2020 · Portfolio

If coronavirus has been beneficial for one thing, it is the state of my bank account.…


Lessons from a rapid sell-off

10/03/2020 · Portfolio

Like the rest of the global stock market, our Ultimate Stocks took a battering on Monday.…


More on Microsoft

Coronavirus impact: Microsoft and madness in the markets

30/04/2020 · Company Insights

The fallout from lockdown in a country which generates two thirds of its gross domestic product…


Coronavirus impact: 25 March - are any dividends safe?

25/03/2020 · Company Insights

As more companies announce dividend cuts and draw down on further bank funding it's clear that…


More on Sage Group

Healthy growth potential from subscription businesses

01/06/2020 · Portfolio

Accounting software providers Sage and Intuit are experiencing difficult operating conditions caused by Covid-19. However, their…


Coronavirus impact: 13 May - Ultimate Stocks proving their worth but others look in peril

13/05/2020 · Company Insights

Constituents of our Ultimate Stocks portfolio continue to perform well with cash continuing to flow and…


More on Walt Disney

ITV: A painful verdict

06/05/2020 · Company Insights

Who remembers the Six Nations?

It feels like a lifetime ago, but the rugby tournament was in…


Ultimate Stocks: counting the cost of isolation

14/04/2020 · Portfolio

When officials in China put the city of Wuhan into lockdown in an attempt to curb…


More on WH Smith

Coronavirus impact:14 May - infection prevention is booming and we learn a new term

14/05/2020 · Company Insights

A small provider of infection prevention products continues to attract plenty of investor attention as new…


Ultimate Stocks: 3 hospitality companies with a coronavirus exit strategy

08/04/2020 · Portfolio

Since our initial assessment of the impact of the coronavirus on the 25 companies in our…


More Portfolio

PayPoint faces change, but we remain fans

04/06/2020 · PayPoint

Healthy growth potential from subscription businesses

01/06/2020 · Intuit · Sage Group

More on Adobe

Lessons from a rapid sell-off

Glowing returns from our Ultimate Stocks in 2019

Another record-breaking quarter for Adobe

Is this the ultimate cash flow king?

More on Booking Holdings

Ultimate Stocks: 3 hospitality companies with a coronavirus exit strategy

Lessons from a rapid sell-off

Coronavirus: counting the cost on our Ultimate Stocks

Casper: IPO investors should have learnt from Eve

More on Intuit

Healthy growth potential from subscription businesses

Lessons from a rapid sell-off

Glowing returns from our Ultimate Stocks in 2019

Intuit investor day helps justify valuation

More on L'Oreal

Ultimate Stocks: The woes of not being ‘essential’

Lessons from a rapid sell-off

L’Oréal vs Beiersdorf: a challenger to our Ultimate Stock?

Coronavirus: counting the cost on our Ultimate Stocks

More on Microsoft

Coronavirus impact: Microsoft and madness in the markets

Coronavirus impact: 25 March - are any dividends safe?

Lessons from a rapid sell-off

Coronavirus: counting the cost on our Ultimate Stocks

More on Sage Group

Healthy growth potential from subscription businesses

Coronavirus impact: 13 May - Ultimate Stocks proving their worth but others look in peril

Coronavirus impact: 6 April - interest holidays and another fund raise looms

Coronavirus impact: 20 March - watch the dividends

More on Walt Disney

ITV: A painful verdict

Ultimate Stocks: counting the cost of isolation

Lessons from a rapid sell-off

Coronavirus: counting the cost on our Ultimate Stocks

More on WH Smith

Coronavirus impact:14 May - infection prevention is booming and we learn a new term

Ultimate Stocks: 3 hospitality companies with a coronavirus exit strategy

Coronavirus impact: 7 April - dividend commitments including a reliable 10% yield

Coronavirus impact: 6 April - interest holidays and another fund raise looms

More Portfolio

PayPoint faces change, but we remain fans
Healthy growth potential from subscription businesses
Coronavirus impact: These defensive dividend stocks are performing well