Hello again.
Enough theory. Let’s get down to business...
Just a quick reminder of WHY we’re building this particular portfolio of stocks, starting today...
‘Australia has changed.
‘And it has changed pretty significantly over the last few years.
‘Investors need stability. Not surprises.
‘Surprises are concerning. And the investment environment has become much less attractive than it was previously...’
That’s the head of global energy giant Chevron JUST LAST WEEK.
He wasn’t mincing words with Deputy Prime Minister Richard Marles.
Australia’s become a dead-zone investment destination under Labor.
Chevron’s just pulled the plug on a huge plan to double its $123bn business in Australia. Why?
For the exact same reasons our stock market has become a dead-zone, too.
High costs. Onerous taxes. Environmental delays. Stupid regulations. Flatlining productivity. Overuse of ‘lawfare’. Close-minded thinking.
Australia can no longer compete with gas rivals in the US and the Middle East.
And ASX investors can no longer compete with the Nasdaq, Dow, DAX, Nikkei, TSX and FTSE.
Let’s stop trying!
It’s time to build our own GO NORTH PORTFOLIO, starting now...
So, what stocks should you target first?
We begin with a universal truth, no matter what market you’re investing in...
The biggest winners
of the future
are rarely
today’s hottest stocks
In populating our International Stock Portfolio for Australian investors — starting today — I could have taken easy options.
We could load up on the mega-caps you know.
The ones we’ve talked about that have already made investors rich.
Maybe there’s more growth in store for Nvidia. We could choose Palantir as our big AI exposure, like everyone else. (Its shares are up 1,700% since it went public in 2020.)
You probably can’t rule out Mark Zuckerberg pulling another rabbit out of the hat to drive Meta to new heights. Heck, maybe Amazon has a second incredible pivot in it.
But let’s use some common sense...
The non-ASX stocks above that have gone exponential are probably NOT the stocks you want to be loading up on right now. When you reach these levels, future growth naturally slows. And new competitors close in to get a slice of the pie.
Truth is: the ‘next Nvidia’ of 2025 to 2035 is almost certainly a company you’ve not heard of yet.
As techi.com points out:
‘Now worth more than $4.1 trillion in market share, with a margin of an astronomical nature, and dominating the world of AI, Nvidia is legendary.
‘... at the same time ... it is in constant danger of being overtaken by the next generation of disruptors.’
So, who might those disruptors be?
Not just in semiconductors. But in every piping-hot new growth sector in the world?
Stay with me!
I’m about to introduce you to three very special companies...just to start our portfolio off.
These first three positions offer exposure to the kind of long-term growth stories that can define a portfolio over the next decade.
One is embedding itself into the very fabric of the connected, AI-transformed future. Much like Nvidia did starting five years ago.
One is enabling the global boom in design, construction and media.
And our third position is digitising the world’s largest asset class — housing.
These three companies are the foundation stones of the Go North stock collection I’m going to build out, starting today.
Now, I’m not saying stocks you might already be very familiar with won’t feature in this portfolio at some point.
If the set-up for the next leg of growth is too good to pass up...we’ll go for a well-known player.
For instance...as I mentioned in Session #3...I’m currently watching Novo Nordisk like a hawk.
Maybe not a household name stock. But its weight-loss drug Ozempic just became a medical, cultural and global phenomenon — all at once.
This sent the stock from $16 to nearly $150.
THE EXACT TYPE OF GAIN
WE’RE
NOW ON THE HUNT FOR.
But then this happened...
It became a victim of its own success. Demand was so explosive it couldn’t keep up the supply.
There’s a loophole in the US where if there’s not enough supply, pharmacies can actually compound the drug and make it themselves.
That — plus legit competitors like Mounjaro and Zepbound coming onto the scene hit Novo Nordisk like a brick.
But that fall you see above?
I think it’s sold off way too much.
$45 is getting VERY near a buy zone, in my opinion.
It’s got a new drug called CagriSema, which apparently is showing statistically significant weight loss in trials — with regulatory submission planned for 2026.
(Incidentally, had we gotten in early on Novo with the system I use...we would have siphoned off part-profits all the way up...and then gotten out long before the worst of that huge fall...)
But the point is...
Novo Nordisk is definitely on my watchlist now.
It’s an example of the kind of ‘known’ stock set-up we’ll consider adding to this international portfolio. But these will be exceptions.
Mostly, we’ll be building stakes in companies that are ‘almost famous’, rather than ‘already famous’.
An effective ‘Go North Portfolio’ for 2025-2035 needs to be looking through the windscreen.
Not the rearview mirror.
As famed venture capitalist Mary Meeker said, paraphrasing ice hockey legend Wayne Gretzky:
‘Invest where the puck
is going,
not where
it has been.’
That’s what I’m going to be doing with my Go North Portfolio.
So, where’s the puck going?
It’s going into the next phases of generative AI and machine learning...
Platforms applying generative AI beyond mere text/image creation.
Companies like DataRobot — helping businesses automate machine learning, making AI mainstream across multiple industries.
For anything close to that on the ASX, I guess you could shoot for NEXTDC.
But it’s down — 19% in the last year. And I don’t see it becoming the global face of AI anytime soon!
That puck for the next 10 years is going into quantum computing and advanced cybersecurity.
Quantum computing is nearing commercialisation.
This is going to be huge.
With startups driving innovation in algorithms, hardware and security protocols.
CrowdStrike’s a current leader here. Up 65% in the last year. But new contenders are showing themselves...
The ASX has JUST ONE dedicated quantum computing stock: Archer Materials.
It’s an okay ‘Go South’ quantum play.
Its work on quantum chips and quantum-enabled biosensors is interesting.
It’s not a future global dominator of the space, though, by even the most optimistic projection.
Oh, and Archer is DOWN 40% so far this year.
That future-looking international portfolio puck is also shifting to synthetic biology, bioprinting and advanced healthtech.
Now, full disclosure. I’m hardly an expert in any of these areas. Who is? But I’m smart and curious enough to have a hunch of where the puck is moving here.
And I’m mulling some moves...
Synthetic biology and bioprinting are leveraging cutting-edge bioengineering for pharma and food production.
AI-driven healthcare continues rapid growth.
Genius companies are starting to create platforms integrating AI into diagnostics and personalised medicine.
Could an Ozempic-like
phenomenon
be about to
happen with an
AI
health breakthrough?
It’s completely possible. And I’m investigating some options...
Nasdaq-listed United Therapeutics deals in creating transplantable organs through bioprinting technology.
It’s one to watch.
Its share price is DOWN though, about 3% year to date.
No one’s noticed it yet.
But what I want to be doing with each position we take is buying into early momentum that has already begun. United Therapeutics isn’t quite there yet.
Remember:
You want to invest where the puck is going.
And if there’s a company listed on the ASX that’s working to completely revolutionise how we do organ transplants, I’d love to know.
Because to my knowledge, there isn’t one.
In the next 10 years, the puck is also going to the companies that will develop REALISTIC clean tech.
Green hydrogen, carbon capture, sustainable battery materials. As we get to that vaunted 2030 zero emissions mark, you can bet the leaders here will get attention.
Linde [NYSE:LIN] is a cool one to watch here.
A rising player with major investments in clean hydrogen projects incorporating carbon capture technologies, including a $1.8 billion clean hydrogen project in Texas focusing on carbon sequestration.
The stock has quietly doubled in the last five years.
But Linde’s only just taxiing onto its growth runway...
What’s your alternative here on the ASX?
I guess you could go with good old Fortescue?
It’s made a pivot to green hydrogen.
But something tells me that, after rising 198,300% since it listed, there’s not a GIANT growth runway in front of those guys!
It’s no wonder even ASX investment vehicles targeting megatrends (such as AI or robotics ETFs) gain their exposure by investing in international leaders like Intuitive Surgical, TSMC or PDD Holdings...not in Australian-listed companies.
The point of this
project is we
want
potential SUPER-GIANTS
And we want to get in early.
So, let’s start building a GO NORTH Portfolio.
Here’s the first brick...
GO NORTH
FOUNDATION PLAY #1
NVIDIA’S HEIR?
We’ve all seen the clickbait headlines.
‘3 Stocks to Buy That Could Be the Next Nvidia’ or ‘Nvidia-Backed Chip Stocks That Are Just Getting Started’.
The truth is...
Nvidia’s growth story is so spectacular and unique — a mix of visionary leadership, major AI and gaming market dominance, software ecosystem control, and silicon innovation — it’s impossible to replicate.
Same goes for its 70,000% rise in share price.
With all that said, though...some up-and-comers are starting to gain serious ground.
Lattice Semiconductor has put on 20% in just the last month. That’s the early-stage momentum we’re scouting for.
Its secret sauce is a breakthrough in low-power programmable logic chips that could be invaluable in AI’s next phase.
Cool international stock story.
But not quite there yet for a definitive buy.
Rambus Inc. is moving to shake up the semiconductor and memory interface industry like Nvidia did from around 2017 onwards.
It’s strategically doubling down on infrastructure for artificial intelligence. This stock’s quietly risen 454% over the last five years.
It’s a potential sleeping giant.
But don’t buy it just yet!
I’ve got a BETTER one...
Given the explosive growth of AI, data centre infrastructure, and computing...you’d have to say a NVIDIA-LIKE story is out there right now, and just getting started.
Think about it.
The semiconductor industry has lightning-fast tech cycles, innovations and emerging architectures (like AI accelerators and neuromorphic chips).
It’s a sector that’s always been in fast-forward.
And AI just made it a hundred times faster!
This creates fertile ground for breakthrough players to pop up overnight — and start eating Nvidia’s lunch.
I THINK I’VE
JUST FOUND ONE...
I came into this project flexible and open-minded when selecting our foundation positions.
But I was certain a ‘next-gen’ semiconductor play needed to be one of them.
This is that.
I’m willing to label it a potential ‘heir to Nvidia’. But with some important qualifiers and context (and of course we’re in no way suggesting a similar price rise)...
Nvidia started out focusing on 3D graphics capabilities for PCs and gaming consoles.
Hard to believe it became a colossus from such humble beginnings.
FOUNDATION PLAY #1 currently specialises in two similar niche areas.
Its strategic positioning and AI edge processing innovations lead me to believe it’s on the cusp of ‘levelling up’, just as Nvidia did about five years ago.
Its revenues are starting to go bananas. The latest forecast puts them well above $13bn by 2028.
That’s nowhere near Nvidia scale.
But it’s very big for a company I guarantee no one you know has even heard of.
Like Nvidia, it’s making a concerted pivot to AI.
Expanding from its current wheelhouse into AI-related semiconductor applications — the domain where Nvidia has disrupted everything in the 2020s so far.
Analysts are finally paying attention.
THIS IS KEY.
This is a cluttered space.
EVERYONE wants to be the next Nvidia.
When a company’s name starts appearing in analyst reports for the first time, predicting upside potential, that’s another indication a big upward run could be coming.
Importantly...you want to be buying into a LITTLE bit of momentum. But not too much.
My Retirement Trader members will know this is a key part of my trading strategy.
You want to take a position in a stock that is already moving. But you don’t want it to have moved TOO much when it’s already shot up hundreds of per cent.
Here’s what my charts are telling me right now:
This is FOUNDATION PLAY #1’s price action right back to 2011.
As you can see, it has been quietly building in a long-term up-trend. But it has yet to see that huge Nvidia-like breakout.
I think it could be coming.
You can see this stock had a decent correction in the first half of this year. That happened alongside other semiconductor companies as demand went through a soft patch.
That’s taken the price down into the buy zone of the long-term uptrend.
The monthly buy pivot was confirmed two months ago.
And since I detected that, the buying is continuing.
So that’s the chart set-up. This is the pinpoint-perfect time to get positioned.
IF THE ‘LEVEL UP’
I PREDICT
HAPPENS,
WE’LL BE IN — RIGHT
AT
THE START OF IT!
Now to those qualifiers.
Nvidia’s growth has been fuelled by its dominant position in GPUs for AI, gaming and data centres.
Markets with enormous scale and explosive demand.
Trust me...
NO ASX STOCK IS ON THE SHORTLIST OF THE FIRST 50 THAT MIGHT DOMINATE THESE MARKETS IN THE NEXT FIVE YEARS.
THESE guys, however, are in the conversation...
But, at the moment at least, they’re only on the fringe of it.
They face pricing pressure and intense competition that Nvidia didn’t at the start of its run.
And while Nvidia is already a GPU innovator central to AI computing...FOUNDATION PLAY #1 is only just beginning its incursion into AI.
So...zero guarantees here.
Even though this is already a sizeable company by ASX standards, its story is only just getting started.
I might be wrong. We’ll wait and see. And if I am, my stop-loss strategy will take us out of the position before there’s too much damage.
But if I’m right...
These guys could become a significant, talked-about, known and influential semiconductor leader between now and 2030.
And they could potentially generate the kind of exponential gains we’ve been talking about throughout The GO NORTH Initiative series.
If this is the very first international stock you buy...the aim is for you to have genius bragging rights telling your mates that in five years’ time!
And remember:
We’ll be using the same
strategy
to manage this
position that’s gotten
us
such a superb hit-rate with
my ASX-only advisory...
Same goes with every entry in this International Stock Portfolio.
If it fails to fire and goes the other way, we’ll be stopped out for a manageable loss.
If it goes on an initial splurge, as I expect in the next few months, we’ll then take a bit of profit off the table late this year.
That’s the powerful position we aim for. Where all the stress in the trade evaporates.
Then...
If the run continues in 2026...we could get in a position where we bank a second batch of profits.
With a bit of the position still in play.
That’s the aim anyway.
That’s share trading heaven.
Beyond that point, we will either make money...
Or make MORE money.
A win/win-bigger scenario
That scenario is never guaranteed. But it’s the ideal end-goal with every new recommendation we open up in this GO NORTH stock initiative.
And if things look like they’re going pear-shaped for FOUNDATION PLAY #1...we’ll run away as soon as the indicators show momentum is turning down.
This is the strategy we’ve employed to get these results with Retirement Trader...
(Assuming a hypothetical starting pot of $100,000, with 2% of capital invested in every recommendation, reinvesting all profits.)
Past investment returns are not indicative of future performance.
And it’s the same modus operandi for this new global project.
Of course, the old adage is important: past returns are no guarantee for the future. Point is, we’ll be using a tried-and-true system to find the ideal entry point for trades and trade management.
Remember one of the primary goals:
We’re looking for emerging opportunities that simply DO NOT EXIST on the ASX.
Some seismic shifts are so massive...so disruptive and long-lasting...they reshape industries and create new ones in the space of a few short years.
That’s what you call a megatrend.
If you want to tap into the megatrends with ASX-listed stocks only, good luck with that!
Nowhere is this more apparent than with:
GO NORTH
FOUNDATION PLAY #2
ENGINEER OF
THE FUTURE
Okay, I want to ask you a very important question.
What do you think almost all of the exponential gainers we’ve been talking about over the last week have in common?
In almost every case, each of these companies sat right at the centre of a ‘collision point’.
Meaning:
They didn’t just dominate a SINGLE trend.
They sat right at the intersection of where multiple trends were colliding into each other.
Take Quantum Computing Inc. [NASDAQ:QUBT].
Up a STUPIDLY GIANT 2,300% in just the last 12 months.
The secret of its success is not just contained in the name. Quantum computing is just one white-hot trend for the next 10 years that these guys are achieving mastery of.
They’re in a sweet spot where quantum technology collides with integrated photonics...and AI and machine learning...and cybersecurity and secure communications...and semiconductor manufacturing...and sustainability and energy efficiency.
Their bonkers gain over the last year shows what happens when you own a sweet spot like that.
Which brings me to FOUNDATION PLAY #2...
This second entry is a bit more of a long-term bet.
But the more I investigate this area...and this up-and-coming player...the more I think everyone will know its name in five years’ time.
It also sits at a collision-point sweet spot.
I think this collision point is going to be just as ‘mission critical’ over the next few years as the one Nvidia and Quantum have owned over the last five.
Those guys are reimagining computing.
THESE guys are about to reimagine ENGINEERING.
The time to start making plays on this collision point is NOW. BEFORE the exponential gains.
This recommendation sits where:
- Engineering, architecture, construction and manufacturing...
Collides into:
- Artificial intelligence-superpowered design tools...
Which collides into:
- Cloud-connected workflows and data ecosystems...
Which collides into:
- Sustainability and low-carbon design...
Which collides into:
- The emerging trend of prefabricated components...
Which collides into:
- The emerging trend of extended reality (XR) to visualise designs from the inside...
Now, there’s a lot of jargon going on there.
I don’t expect you to absorb all of it.
But to break it down:
Imagine a company that comes from nowhere... scales up within years...and reinvents engineering in the way Netflix did with entertainment.
These are exactly the kind of bets we’re going to be making. Where the odds of finding anything remotely similar on the ASX are 1,000 to one.
Now, as you know, I’m a chart guy.
And the chart set-up for FOUNDATION PLAY #2 is almost perfect. It demands an immediate entry point...
These guys have been around the block for a while.
With such a large moat around their business, they’ve actually been in a steady uptrend since 2009.
As you can see, there was a sharp correction in 2022. But the uptrend has since reasserted itself.
Again, this is the momentum we look for in these big international hyperscale plays.
A breakout above the 2021 high...and it’s all on.
Current business numbers are great, too...but not yet exponential. 14% one-year growth. Income rising 16%.
But it’s what happens NEXT that has me jazzed.
These guys are creating and selling the essential tools to design the future.
As AI merges with the real world...and cities and factories move into a post-AI world...FOUNDATION PLAY #2 stands to benefit at every stage.
WHO ARE THEY?
As you might have guessed by now, I’m starting a new advisory.
It’s called International Stock Trader.
I’d like to invite you today to become one of my very first members.
If you do, the first thing you’ll get will be detailed fundamental and chart breakdowns of my three foundation positions.
That’s our jump-off point.
From there, we’ll be building an international portfolio brick by brick. Using the exact same rules that helped us wallop the ASX over the last 6.5 years...
Past investment returns are not indicative of future performance.
No guarantees of course. All investing carries risk. But this is the strategy we’re aiming to implement.
Retirement Trader member Ian O managed a massive $275,000 in portfolio growth, just following my system applied to Australian stocks. Imagine what could happen when we unleash it internationally!
Ian writes...
‘I would recommend to anyone Murray services...
‘Have been following Murray for around 5-plus years. In one year alone managed to profit $275k from his recommendations…
‘Murray explains his recommendations in a way anyone could understand. And when he shows you the buy and sell areas it jumps out on the chart very clearly and makes so much sense.
‘Have followed other advisory services, but have found Murray’s to be the best.’
There’s something you need to know about my trading system and ‘theory of markets’.
It’s NOT location-specific
You can apply this framework anywhere.
In fact, it’s probably better suited to international stocks because they tend to trend for much longer periods of time than Australia’s predominantly cyclical market.
And, obviously, the opportunities are much broader.
With so many stocks to choose from, my system — as applied in International Stock Trader — will whittle the vast investment universe down to the highest probability trades.
Look:
I don’t think there’s
been a
more urgent need
for this kind
of advisory
in Australia
The number of listed companies on the ASX fell by 145 from January 2023 to December 2024.
That’s some serious shrinkage. The biggest two-year decline since the recession in the early 1990s.
When you think about it, why WOULD you want to be a publicly listed company in this hostile environment?
All the increased scrutiny. Rising regulation costs. May as well just stay private.
And that’s exactly what’s happening...
Our little 2% puddle of global stocks is getting even smaller.
Is it wise to continue
splashing
in that
shrinking puddle?
International Stock Trader is about to dive into the ocean. I invite you today to put your togs on and join me.
To commemorate the launch of this advisory, we’ve arranged a significant discount to membership.
Obviously, it’s entirely up to you.
But I really hope you see the opportunity here — and jump on this launch discount while it’s on offer. It may turn out to be the smartest investment move you ever make.
It’s never been easier
to
build an international
stock
portfolio from
within Australia
I showed you this in Session #4.
It used to be a headache.
You could do it. But there was paperwork. Delays.
And you often had to physically go see or call up your broker.
All that hassle disappeared years ago. Yet a lot of investors miss gains because they still have that mindset.
Online share trading platforms are dead-easy to set up. With user-friendly interfaces that make it straightforward for investors to buy and manage foreign shares directly — without needing complex arrangements or overseas accounts.
I’ve shown you how the home bias favouring Aussie stocks is already weakening.
And how investing internationally from Australia is now supported by clearer frameworks around taxation and currency considerations.
In any case, if you’re still a bit worried about the ‘hassle’ aspect...one of the first things you’ll get if you join International Stock Trader is a much more extensive breakdown...step by step...of setting up platforms, key tax considerations to be aware of, currency stuff — everything you need to seed your portfolio today with our three foundation picks.
Which brings us to...
GO NORTH
FOUNDATION PLAY #3
REBOOTING
REAL ESTATE
This is an interesting one.
In that it already has a bit of a cool rep and is building ‘heat’.
It’s certainly not a known name in Australia.
Nevertheless, the name MAY be familiar.
These guys went on an absolutely insane rise during the pandemic following an initial plummet to $20 as lockdowns threatened their core business.
Then they had a recovery that was remarkable. Even by pandemic boom standards. By February 2021, shares reached a peak of over $208.
Then they hit a scale wall.
In November 2021, the company announced it was winding down one of its operations. Shares halved in a month. And ended up at lows near $26 by October 2022.
But momentum is starting
to build again...
As you’ll see in a second, my charts show this company could be about to begin another epic run to rival 2020. At a current price of $85, this one’s too good to pass up...
This American company is in the process of disrupting one of the largest markets in the world.
A market that — until recently — was slow, paper-heavy and opaque.
I’m talking about residential real estate.
And the new trend of it going FULLY DIGITAL and AI-ENHANCED.
The shift to digital property search has been massive and years in the making.
Over 90% of American homebuyers do their searching online.
Nothing new about that.
But there’s an evolution coming here. And FOUNDATION PLAY #3 sits right at the heart of it.
This next wave is about integrating the whole transaction — discovery, touring, financing and closing — into a seamless, mostly digital, AI-ASSISTED experience.
Position #2 is reinventing engineering.
Position #3’s doing the same with buying, selling and renting houses.
It’s literally rebooting real estate. In that it aims to become a ‘super app’ that’s a one-stop-shop for everything housing-related...in the palm of your hand.
Buyers, sellers and renters want speed, transparency and convenience.
Agents and landlords want more qualified leads, efficient tools, and data insights.
Millennials are now the largest group of homebuyers and Gen Z is entering the market. The demand for tech-forward, mobile-first real estate platforms is massive.
And these guys are looking to TOTALLY DOMINATE and LOCK IN this space, before anyone else.
This could be HUGE.
Far, FAR beyond any kind of tech disruption I see in the works on the Australian Securities Exchange.
NO ONE HAS DONE
THIS BEFORE
If this strategic reinvention works, it could be scaled worldwide from 2026 onwards.
Now look...
You might already know who I’m talking about.
Or can find out who they are with a quick Google search.
But two points on that.
First, there’s a good chance you don’t know what I’ve just found out about them. How a new pivot to AI-driven home recommendations and pricing algorithms could be about to make the above a reality in 2026.
Leading to a possible price re-rating equal to or better than the one in 2020. No guarantees of course.
Second point...and this is key...
THIS IS A TRADE
THAT NEEDS
TO BE
MANAGED PERFECLY
And that really is the key to International Stock Trader. Many good analysts can pick promising stocks. It’s how you manage the position that defines your success.
If this position scales up as I predict, it’s going to be a wild ride. Probably with some scary pullbacks.
That ‘three-phase’ trading approach we’ve been talking about...where we take part-profits at key points if the price lets us...and get the hell out as soon as the momentum indicators turn down...
...that’s going to be absolutely key with this one.
Here’s where the chart sits right now.
As you can see, these guys have been creeping higher for the last couple of years after a serious correction from 2021-2022.
With interest rate cuts now in the mix...real estate stocks are jumping onto investors’ radars again. That’s helped.
The long-term uptrend is now well established. And the wave structure remains positive. The monthly buy pivot confirmed last month ignited the buying opportunity.
This is a fantastic stock to own.
And the charts are confirming it’s the perfect time to make an entry.
Remember, with International Stock Trader we’re hunting for epic potential scale-ups.
With the size, speed and global impact that cannot possibly be replicated by any listed Australian company.
This third position fits that bill perfectly.
These guys are about reinventing themselves by transforming from a home-flipping operation into a comprehensive real estate super app powered by AI and SaaS tools.
The market doesn’t seem to have woken up to this yet.
Let’s get in before it does!
These three foundation
plays
are just the beginning...
Wait until you see some of the potential positions on my watchlist...
Sezzle is a Nasdaq stock completely disrupting fintech with its just introduced AI-based agent platform. It’s taking ‘buy now, pay later’ into the 2030s.
Forget about Afterpay.
These guys have smashed ahead 324% in just the last 24 months!
There’s probably too much momentum for us to get on board the Sezzle train now. But I’ve another fintech on my watchlist that’s about to write its own story in the next year or so...
Tiziana Life Sciences is pulling off a similar disruption in biotech. Remaking drug development with its intranasal (nasal spray) delivery method for its lead drug candidate, foralumab.
A stonking 123% gain in just the last six months.
Not even closely matched — from what I can see — by any biotech on the ASX this year.
Tiziana is a little bit on the small and speccy side, though. Remember, we want to focus on big, already scaling-up large-caps.
I wouldn’t call Tiziana a ‘penny dreadful’ by any stretch. But there’s another bigger, more stable biotech on my watchlist that I think has the same growth potential...
Also, here’s a newsflash.
One of the biggest mining stock gains I can find over the last year is not listed on the ASX...but the NYSE.
And it’s not a speccy miner.
MP Materials is a $12.8bn behemoth.
But that hasn’t stopped it rising a heart-stopping 480% in the last 12 months.
I mean, come on.
That’s a bloody crazy price re-rate for a company even bigger than Aus’s well-known employment platform Seek.
WHEN HAVE YOU
EVER HEARD
OF AN
ASX COMPANY THAT
SIZE
GOING UP 500%
IN A YEAR?
In this market, it just doesn’t happen.
And it’s a miner!
Isn’t that supposed to be OUR wheelhouse?
MP Materials is benefiting from the push by the United States to claw back rare earth element supplies from China.
Sales have nearly doubled.
A 119% increase in production of neodymium-praseodymium oxide (NdPr).
Revenue increasing 84% year-over-year.
Home market bias makes us assume the only good mining stocks are right on our doorstep.
When you look at the data, that’s not always true.
MP Materials has jumped so hard already it’s not even on my watchlist.
But several other foreign mining plays that could follow its trajectory most definitely are...
So, what do you reckon?
Shall we build the
ultimate international
stock
portfolio together?
You might not know that, as well as Retirement Trader, for several years I helmed Fat Tail’s microcap-focused service.
Several months ago, I handed that over to the excellent Lachlann Teirney.
I won’t do that with Retirement Trader.
It’s my baby. And our record...despite the limitations we’ve discussed...has been just great.
Look, I’m fully aware what we’ve been doing this week comes across as a bit of a hit-job on poor old Aussie stocks.
I don’t apologise for that. Facts are facts.
But it’s also important to point out the ASX is still laden with opportunity...for the SMART TRADER.
Aussie stocks are up over 9% this year.
That’s not nothing. The banks I’ve moaned about have done a bit better. The mining index, even better still — up 11% this year.
But, as you’ve seen, EVERYWHERE is up this year.
And our gains lag many other indexes.
International stocks
are the way forward
That’s why I passed the reigns of the microcaps service. THIS IS THE SECOND ADVISORY I NEED TO FOCUS ON FOR THE FORSEEABLE FUTURE.
So, how much is membership?
Like Retirement Trader, it’s not an entry-level advisory.
It’s for serious investors.
Seriously engaged with your portfolio. And serious about building exposure to the next round of global stocks rising to greatness as we close out the decade.
I can tell you now the full annual membership dues for International Stock Trader — and remember, we have a big launch discount on this figure for you today — are $3,999.
There’s no comparable
service that
I’m aware of.
Not even close...
Not one with my chart-anchored system where we aim to attack long-term growth moves in phases...taking part-profits at key points.
If you know of anything like this, I’d love to hear from you!
The closest you’ll get is if you find a personal financial adviser who has expertise in international stock recommendations.
I’ve been in this game for decades, and I can tell you now, there aren’t many of those in Sydney or Melbourne.
If you’re lucky enough to find one, they can often charge you an upfront fee of around $3,500 right out of the gate.
Then an implementation fee of $1,500-plus.
Then layer on an ongoing advice fee. These can vary a lot, but factor in roughly $2,000/year.
AND THEN...
In the event their international stock recommendations do the business for you...
...management/performance fees kick in.
This could be 0.75% of your portfolio per year (say $3,000 on $400,000.)
So even for a medium-sized portfolio, you could be looking at $10k-plus for year one and then $8k-plus ever year after.
So...
$3,999 annually looks
pretty damn good with
that in mind, right?
And while I might be a little biased here...
...what I’m about to do could be infinitely more beneficial for you than what any of those guys offer.
So $4k a year in itself is a bargain.
But as I’ve said, we’ve set up a special ‘portfolio initiation’ discount.
*** Founding members...if I hear from you right this second...you will pay just $1,999 for your first year ***
Two grand.
For everything we’ve been talking about. That’s pretty decent value for money, in my books.
A $2,000/50% discount, if you opt to become one of the founding members of International Stock Trader right now.
We’re taking my previously
ASX-only
strategy, and
deploying it WORLDWIDE
Will it work?
In January this year, I asked for feedback from Retirement Trader members who are making a killing from my system JUST ON THE ASX.
I received 79 amazingly positive responses.
Here are just a few:
‘Murray has earned my trust. Which doesn’t come easily at all. He will own up if he’s wrong. Which isn’t that often. I have found him brilliant, disciplined and well-rounded with amazing depths.’
J. Scott
‘Couldn’t be any happier with the results of his stock picks and also his insight into trading. So often picks a stock just before it breaks out...’
L.L.
‘Matches my investment needs as I head into retirement. Good honest “down to earth” advice that minimises the risks to my unreplaceable capital. While delivering consistent returns.’
D.M.
‘Your technical advice I’ve learnt from in order to have confidence trying to become a better investor. I’ve liked your method of getting a “free ride” when a share gains value. I do appreciate your service and look forward to continuing my learning experience from you. Well done Murray.’
Steve
‘His comments and recommendations are clearly aimed at assisting me to make sensible decisions resulting in exceptionally strong financial results ... He will not cloud reality by offering other meaningless, ridiculous investment opportunities that so many other so-called “advisors” miraculously uncover and then strongly endorse.’
Keith R.
‘After years of barely making 3% on a portfolio of term deposits and Australian stocks, I am now safely and comfortably in front, thanks to Murray...’
Alan R.
‘Murray is one of the rare “stock pickers” who I trust completely. Down to earth, professional, humble and f***ing great at what he does. His strategy has proven itself ... My mistake initially was just investing in some of his tips. Follow his strategy to the letter and you cannot go wrong!’
Darren S.
As these words show, I take the responsibility of providing stock trading advice very seriously.
And I’m DEADLY serious about this new international portfolio project.
$1,999 instead of $3,999
And my standard 30-day subscription refund guarantee STILL APPLIES to this launch deal.
International stock trading is easier than ever before. But we’re in this for the long haul. And I want you to feel completely comfortable as we build out our portfolio together.
If, for any reason, inside the first 30 days you feel out of your depth...and that you’d rather stick with just ASX stocks...absolutely no problem.
Contact one of my customer service representatives and we will put every cent of that $1,999 back into your bank account. No questions asked.
You sure as hell won’t come across many financial advisers out there making a pledge like that!!!
But I also realise this is not just a membership price you’re risking with this radical new project.
You will also be placing your investment capital at risk following the suggestions that I make. And make no mistake: all investing carries risk.
That duty I do not take lightly. As I hope my member testimonials prove.
$1,999 is relatively small fry to give me a try for an advisory of this nature. (Especially with the 30-day guarantee.)
But you could lose a heck of a lot more on your investments if my recommendations don’t pan out as expected.
So, I will not be making decisions lightly.
But you know what?
The absolute WORST
advice I
could give you
right now would be
to stick
solely with ASX stocks!
So, what will you receive if you accept this 50% launch invitation to become a founding member of International Stock Trader?
Three Foundation Positions to Start Your International Portfolio
This is my full research dossier on the three stocks we’ve been talking about today.
As I say, two of them you almost certainly don’t know.
The third, you might have guessed. But it’s maybe the most intriguing of the three in terms of what it has planned for 2026.
Like I say, it soared during the pandemic. Crashed back to Earth. And is about to reinvent itself using AI. I think its ‘scale-up’ has barely begun...
In short, these three positions aren’t just stocks — they’re windows into the future of how we live, build and connect.
And they’re just the beginning of what I have planned...
The Current International Stock Trader Watchlist
Retirement Trader members know full-well I never make a trade just for the sake of it.
With International Stock Trader, it will be no different. I will be extremely picky with the positions we enter.
Just because we now have 60,000 stocks at our disposal doesn’t mean we should buy them all!
In fact, I almost have to be more discerning than ever.
That said...there are a number of fascinating set-ups on my watchlist right now. Brilliant stories that haven’t quite moved into the buy zone yet. In this report, I’ll share them with you.
Several will almost certainly become positions down the track. But please, don’t jump the gun and buy now!
My goal is to work with you for many years to come. Remember Rome wasn’t built in a day. We have plenty of time in front of us to build a fabulous portfolio of international stock opportunities.
But we need to time our trades perfectly.
Trust me, you’ll love some of the stories I’ll share with you here...
Trading International Stocks from Australia
This is an expansion of Session #4.
‘Going North’ is easier than ever before. But there are a few extra considerations to take into account.
You’ll need the right brokerage account. We’ll look at the different ones available and how to set it up.
We’ll look at costs. A plan for managing currency exposure. Tax considerations. How to deal with time differences when placing trades. And more.
This guide walks you through it all.
If there’s anything you’re a bit anxious about when branching out to international stocks, this resource will sort you out.
International Stock Trader Alerts
The core of the advisory. But...as mentioned...these will only come when the opportunities present themselves.
I personally find investment newsletters that promise ‘a buy recommendation on the first of every month’ a bit daft.
It may work for them. But markets don’t really work that way.
As such, you’ll need to monitor your email inbox fairly regularly, so you’ll get my trades when they’re generated.
Sometimes there might be a couple within a few weeks.
Sometimes we might go a month or more without entering new positions.
Again:
The market, not a schedule,
will dictate our trading
The top of each trade alert will contain the key information you need to enter a trade. It will let you know:
- The name and code of the stock to buy.
- A conviction rating out of three stars.
- A risk rating out of five stars.
- Expected timeframe to hold the position.
- Recommended price to pay to enter the stock at.
- Stop-loss level to exit the stock and avoid further losses.
- An initial target with instructions on taking some profits and moving the stop loss to ensure the worst outcome will be breaking even on the trade.
The International Stock Trader ‘Direct Access’ Email
If you have any questions along the way, I’ve set up an email address where you can contact me directly.
This works fantastically with Retirement Trader, so we’ll be doing the same here.
Sometimes I’ll be able to shoot you a direct reply, if it’s relatively short. Otherwise, I allocate a time during the week when I reply to emails in batches. This is usually on Monday afternoon.
Test it out when you join. Shoot me an email and say hello.
Maybe you would like me to discuss a certain index in more detail. Maybe you think there’s an emerging international theme I’m not giving enough attention. Perhaps you’ve a cool stock story to tell.
Whatever you’d like to say, don’t be shy, and let’s get the communication channels open. Just remember that I cannot provide any personal financial advice.
So, there we have it.
You’ll get all of the above for $1,999 for your first year instead of $3,999.
A 50% discount.
And you’ve a guaranteed option of getting even that discounted $1,999 refunded in full within 30 days. No questions asked.
Thanks for giving me your
time over the last few days
I hope you got something out of it, even if you don’t take this launch deal today.
But if you’re like me, you’re bored with the miners and the banks.
You’re no longer satisfied with speccy small-caps that might be doing something AI-related...and niche Aussie ‘upstarts’.
You’re tired of missing out on the legendary ‘moonshot’ growth stories coming out of Silicon Valley, Shenzhen or Tel Aviv.
It’s time to GO NORTH.
Click the link below, take the 50% launch discount, and let’s get cracking.
Regards,

Murray Dawes
International Stock Trader