Each month our research desk publishes a full portfolio report — complete with position rationale, allocation breakdown, price targets, and a forward-looking verdict.
Browse our complete portfolio publication archive
FX Junction Equity Portfolio — November 2026
Ten large-cap stocks across technology, financials, healthcare, industrials, consumer staples, and energy: a diversified, multi-sector mix.
FX Junction Equity Portfolio – October 2026
Ten stocks across nuclear generation, grid equipment, and data-center power infrastructure positioned for AI's surging electricity demand.
FX Junction Equity Portfolio – July 2026
Discover the key semiconductor leaders building the hardware engine behind the global AI boom.