What would a Beagle invest in on the US Market?

[notmaurice]

Interesting to note that the former CEO of First Republic Bank has been appointed to lead the Turkish Central Bank by that nut Erogan.What could possibly go wrong.

[Basil]

https://marlin.co.nz/investor-centre/portfolio-holdings/

Been quietly hoovering up quite a lot of Marlin in recent months.  Worked out yesterday that NAV is up 26% inclusive of dividends since 1 November 2023.  A lot better than the NZX which is stuck in the doldrums, seemingly forever and a day.

Latest NAV was $1.0574 and share price was 99 cents.  Decent discount to NAV on offer there.
I'm expecting another free warrant issue in the next few months.

[Nizzy]

I'm constantly amazed at the growth in the share prices of the huge US tech companies.   
Our best share investment by far has been Microsoft MSFT, nearly an 8x bagger for us since 2016.
My tinkering with little speccy NZ shares just doesn't compete...     

[Shareguy]

Yes the NZ Market has been a shocker (-40% underperformance of the New Zealand market relative to the MSCI World Index since its peak in 2020). I also find it incredible the performance of both the US and Aust markets and so glad I took advantage. The FIF tax is not significant when you are looking at large gains in my opinion.

On saying that with all the gloom and doom I'm hearing, maybe now is the time to re invest in the NZ market. Interest rates are looking more and more that we are looking at reductions later this year.  Property companies and retirement sector should benefit.

[Basil]

https://www.nzherald.co.nz/travel/second-boeing-whistleblower-aircraft-quality-auditor-josh-dean-dies/BIPASN3QXJE6LN7HPTSRQZZAZA/

Gosh...seems a strange coincidence two whistle blowers died...one of apparent suicide, (yeah right), and the other due to the rapid onset of a serious bacterial infection.  I thought Boeing was based in the USA, not Russia.