Portfolio Three Quick Update December 2014

Portfolio Three has Anadarko, the US gas / oil company, which has been hit by the crude rout, and also Exxon Mobil the energy giant.  Weibo Corp, one of the two Chinese internet companies we own (the other being Baidu) also has done poorly recently. Finally while Wynn has a positive return it has fallen as the Chinese government cracks down on corruption and gambling.

Portfolio_3_12-12-14

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