Global Technology

by
Leo Wealth
High conviction single stock portfolio of technology companies across the world.

Strategy Description

What used to be just an investment sector is now a brute force of progress and change. Technology permeates every business and industry and this will only increase going forward.

From semiconductor manufacturers and software companies to data process and automation companies, tech firms are behind the scenes (and increasingly right in front) of everything we do

The Global Technology portfolio seeks to strike a balance between large companies and small, famous brand names and reasonably valued ones, promising ideas and sustainable businesses.

We score stocks on Value, Quality, Safety, Payout, Technical and Sentiment metrics, as well as ESG traits, to ensure lesser-known but still excellent companies are included. Lastly, we aim to diversify by region and sector where possible to ensure themes are captured holistically and globally.

Though sector valuations can sometimes be high, few parts of the market are able to deliver the growth, quality and safety of cashflow positive technology and consumer stocks.

Portfolio Performance

202120222023YTD
Portfolio (%)8.23-34.8646.050.98
Annualized ReturnStandard DeviationDividend Yield
Portfolio11.83%22.42%1.6%

Allocation Breakdown

Asset Class


Equity99.5%
Fixed Income0
Commodities0
Cash0.5%

Geo


North America62.77%
Greater Europe15.71%
Asia17.08%
Central/Latin America0

Sector


Application Software10.48%
Cable & Satellite2.19%
Communications Equipment7.81%
IT Consulting & Other Services27.4%
Interactive Media & Services12.38%
Semiconductors8.24%
Systems Software11.95%
Technology Hardware, Storage & Peripherals8.58%
Other10.97%

Top Holdings

Asset ClassWeight (%)
1. Nintendo Co Ltd4.46%
2. TDK Corp4.44%
3. NetApp Inc4.43%
4. Amadeus IT Group SA4.22%
5. Taiwan Semiconductor Manufacturing Co Ltd4.21%
6. Apple Inc4.15%
7. Exclusive Networks SA4.14%
8. Nomura Research Institute Ltd4.09%
9. TE Connectivity Ltd4.08%
10. Alphabet Inc4.04%

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