Our latest Global Share pick unveiled – join our free webinar at 12:30pm today

By Alec Hogg

When we kicked off our Biznews Global Share Portfolio, it was on the understanding that stocks would be held "forever". So we urged those who were coat-tailing our portfolio not concern themselves with day-to-day movements. The trouble is, two of the five stocks we bought into have done so well – one up 46% another 33% – it's tough to justify a fresh purchase at these elevated levels.

We have our monthly webcast today where I'll provide an update on the past month's developments and field questions from those who attend. There are sure to be queries about whether those winners – Amazon and Novo Nordisk – still offer value at their current levels. Also being featured today is the first new addition to the portfolio in six months. I've been waiting for the share price to ease back, but eventually decided to jump in after a small dip.

It will be a pleasure to have you join us today. What's more you don't even need to leave your desk to do so. The webinar is part of the Standard Bank Webtrader sponsorship and kicks off at 12:30 (it runs for half an hour over lunchtime). Everyone is welcome, but you do need to register beforehand. Look forward to chatting over lunch today. Register by clicking on this link: https://attendee.gotowebinar.com/register/1170741656602249474

From Biznews community member David Mordant

Why sell now & incur capital gains tax? It is a "forever" portfolio. Both are still in sectors growing strongly. Follow Buffett and hold "forever". Only sell losers (like Tesco in his portfolio) and claim the capital loss benefits.

Your daily blog is much appreciated.

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