10 Top Equity Ideas - January 2021

For good or bad, the headlines came from the US. While the function of the social network is being questioned and reviewed, the long-term outlook does not change—users and corporations will make use of media facilities more than ever. With the Senate and the White House now under Democratic control, investors found renewed optimism in the prospect of a further, Democratic-led, much-needed fiscal stimulus. This reinforces our positive stand on equities, in particular on small caps, which should benefit from consumer support.
124,00 (CHF)

Highlights of the companies in the report:

Number of companies 11
Average upside >26 %
Vol. ~15.7%
Beta ~1.29
Sharpe (exp) ~1.83