David Stevenson's Adventurous Investor Newsletter

David Stevenson's Adventurous Investor Newsletter

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David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Ideas: New core alternatives portfolio, Forward Partners and Molten Ventures combine, and extreme weather stocks

Ideas: New core alternatives portfolio, Forward Partners and Molten Ventures combine, and extreme weather stocks

Plus, an update on uranium prices. And Freetrade's near cash and bond ETFs.

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David Stevenson
Nov 29, 2023
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David Stevenson's Adventurous Investor Newsletter
David Stevenson's Adventurous Investor Newsletter
Ideas: New core alternatives portfolio, Forward Partners and Molten Ventures combine, and extreme weather stocks
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1.       Climate change worriers look away – eToro has an extreme weather portfolio

2.       Uranium prices surge again

3.       Forward Partners and Molten merge. Probably for the best, and leaves Molten stronger

4.       Freetrade’s useful summary of cash, near cash and ultra-short bond ETFs

5.       Nick Greenwood on Baker Steel Resources

6.       Digital 9 sells Verne Global. I stick with my 70p base case valuation with possible upside

7.       A new Core Alternatives long-term portfolio: five well-managed funds for the long term

Notes 1: Building an Extreme Weather Portfolio of Individual Stocks

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