The theme of the first global portfolio webinar revolved around subscription-based businesses. And this is the underlying nature of the stocks driving the portfolio’s most recent returns. Apple, Adobe and Netflix were the top performing stocks since the last webinar update two months back. The portfolio, which was created in December 2014, has delivered an annualised return of 37% in South African rands. If you haven’t been following it, you probably wouldn’t believe it. – Stuart Lowman
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