PREMIUM
US software stocks shine in lockdown
Our portfolio has delivered twice the growth of the S&P 500 in the year to date. Heavy exposure to the US software sector has helped drive that performance. Here we run through the second half of the portfolio, from LVMH to WH Smith.
Click here to read part one of our update - Games Workshop leads our Ultimate Stocks in difficult times
LVMH Moet Hennessy Louis Vuitton
Share price change (YTD): +1%
Sales performance at last financial results: 33% fall to €4.8bn in the six months to June 2020
Profit performance at last financial results: 85% decline in net profits to €3.6bn
Company Outlook: “In a very turbulent context, the group will maintain a strategy focused on preserving the value of…
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Dividends maintained and now targeting a return to growth
Will software robots be the next trillion-dollar investment opportunity?
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