Nathan explains several key holdings

Duration: 11:16

Nathan analyses Bank of America, Wells Fargo,, Baidu, Liberty LiLAC, US healthcare stocks and the impact of the Trump bump on our portfolio.

Disclosure: Peters MacGregor Capital Management Limited holds a financial interest in Baidu,, Liberty Broadband, Liberty LiLAC, and Wells Fargo through various mandates where it acts as investment manager.

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