NEW: Quality Shares Portfolio 1 year update - Alex Davies and Charlie Huggins
Wealth Club Wealth Club
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 Published On Mar 28, 2024

Charlie Huggins, manager of Wealth Club's Quality Shares Portfolio, shares how the portfolio has performed for the past year.

To find out more please visit https://www.wealthclub.co.uk/charlie

0:00 Introduction
0:25 Overview of the Quality Shares Portfolio
1:12 What makes this portfolio different?
2:19 What are the five things that Charlie looks for before investing?
4:00 What one word can summarise what Charlie looks for in companies?
4:26 How has the portfolio performed for the past year?
5:16 Examples of big winners in the portfolio
7:51 Any company that hasn’t done quite as well?
9:41 Has Charlie sold any shares in the past year?
10:28 How have the companies coped with the weakening economy?
11:36 What is Charlie’s outlook on the economy?
12:41 Who are Charlie’s investment idols?
13:46 Why should experienced investors consider the Quality Shares Portfolio?
15:31 Why did Alex invest in this portfolio?
18:13 Where can investors find out more?

IMPORTANT:
This interview outlines Charlie's investment views and is not a personal recommendation to make, sell, or hold any investment. The Quality Shares Portfolio is a long-term investment. The value of investments and any income from them can fall and you may get back less than you invest. Past performance is not a guide to the future.

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