GLOBAL IDEAS: 14 Picks. Year-To-Date, Here's How They've Performed

• As a result of an internal request at the start of this year (for U.S stocks), this is an update on my 14 ideas at the time.

• Overall: 2 Decliners, 1 Unchanged and 11 Gainers

• Top 2 Detractors: Schlumberger down 15.1%; Merck down 10.5%

• Top 2 Contributors: Palantir Technologies higher by 265%; Spotify Technologies higher by 107%

• The charts are below, ranked from worst to first

To trade global equities, you will need an offshore account. To get started, contact the Unum Capital Trading Desk today.

• E-MAIL: tradingdesk@unum.co.za| CALL:011 384 2923

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Original Communication on Friday 05 January 2024

Lester Davids

Analyst: Unum Capital