Spotlight: Johnson & Johnson $JNJ (Johnson & Johnson)
Price Update: $JNJ has held up well relative to the broader market, trading at reasonable multiples of around 21x forward earnings — a reflection of the steady demand for diversified healthcare exposure and the company's long-standing reputation... Show More
Spotlight: Pfizer ($PFE (Pfizer))
Price Update: $PFE has been trading under pressure over the past year, reflecting investor uncertainty around the post-COVID revenue transition. However, the stock showed resilience following today's Q1 2026 earnings release, which came in ahead of expectations... Show More
Spotlight: LTC Properties ($LTC.US (LTC Properties Inc.))
Price Update: $LTC.US has been one of the quiet outperformers in the portfolio, with shares up over 20% in the past year and currently trading near their 52-week high — a strong showing for a healthcare REIT in a volatile market environment.
What's... Show More
Spotlight: Cardinal Health ($CAH (Cardinal Health Inc))
Price Update: $CAH is currently trading around $207, up roughly 70% over the past twelve months and near the upper end of its 52-week range of $121–$234. The stock has broadly outpaced the market over this period, reflecting a sustained re-rating... Show More
Spotlight: Novartis ($NVS (Novartis ADR))
Price Update:
Novartis continues to trade relatively stable compared to the broader market, reflecting the defensive nature of large-cap pharmaceutical companies.
What’s New with $NVS
Strong focus on innovative medicines: Novartis has been reshaping its portfolio... Show More
Spotlight: Microsoft ($MSFT (Microsoft))
Price Update:
Microsoft continues to trade near elevated levels, reflecting sustained investor confidence in large-cap tech and AI-driven growth.
What’s New with $MSFT
AI monetization progressing: Microsoft keeps expanding Copilot integration across Office, Azure,... Show More
Spotlight: LTC Properties ($LTC.US (LTC Properties Inc.))
Price Update:
LTC Properties is trading around recent levels, continuing to show the typical low volatility profile of a healthcare-focused REIT.
What’s New with $LTC.US
Defensive senior housing exposure: LTC remains focused on skilled nursing... Show More
January Portfolio Update – A Solid Start to the Year
January marked a constructive start to the year. Markets began with renewed optimism around easing inflation trends and expectations of future rate cuts, while volatility remained present beneath the surface. In this environment, our defensive, dividend-focused... Show More
Spotlight: Pfizer ($PFE (Pfizer))
Price Update:
Pfizer is trading near recent lows, reflecting continued investor caution around post-COVID normalization and pipeline execution.
What’s New with $PFE
Pipeline refocus in progress: Pfizer continues to streamline its R&D portfolio, prioritising high-value... Show More
Spotlight: Colgate-Palmolive ($CL (Colgate-Palmolive))
What’s New with $CL
Pricing power remains intact: Colgate continues to offset input cost pressure through selective price increases and mix improvements, especially in oral care and personal hygiene.
Emerging markets momentum: Growth in Latin America... Show More
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Wed Jun 10 2026 09:31:12 GMT+0000 (Coordinated Universal Time)