2023 Global Growth Portfolio: 80% return  

At the start of 2023, we added 5 ETFs to the Investor Signals Global Growth portfolio. For the 12 months, the portfolio returned 80% with the bulk of the gains attributed to Cyber Security, Cloud Computing, and Fang.

We will be building the tracking portfolio of our favored funds for 2024 and covering these in our next public webinar.

Santos

STO shares remain heavily discounted, given superior free cash flow. Barossa project progression, completion of PNG selldown, and the potential merger proposal from WDS are all positive catalysts.

We expect STO to report a solid 4Q on 25th January and we look to buy STO on the current dip in price.