The Magnificent Seven have dominated stock market returns and investment headlines over the past year and a half.
The giants Microsoft, Apple, Nvidia, Amazon, Alphabet, Meta and Tesla have been grouped together thanks to their brilliant share price performance and technological status.
But which of the Magnificent Seven is still a good investment now? In this episode of the Investing Show, Stephen Yiu, manager of the Blue Whale Growth fund, explains to Simon Lambert why he likes some of these stocks but would avoid others.
The fund, which is up 18 percent this year and delivered a 30 percent return to investors in 2023, has benefited from some of those names.
Reviewing the good, the bad and the ugly of the Magnificent Seven, Yiu explains why he’s happy to continue holding a major position in Nvidia and Microsoft, and why he bought back Meta after previously selling it.
Yiu runs a tight portfolio for Blue Whale with just 30 holdings selected from what he considers the world’s best growth stocks.
Explains how you choose those stocks and how you decide whether to hold them or sell them.
Investment fair
