Allaria updates CEDEARs selection for September

Allaria has updated its selection of CEDEARs for September, providing a diversification strategy aimed at Argentine investors seeking to reduce local risk exposure through international markets.

The updated portfolio includes the addition of AstraZeneca and McDonald’s. AstraZeneca represents the healthcare sector with reported growth in revenue and operating profits, while McDonald’s joins as a consumer staples leader with encouraging sales figures.

Conversely, Oracle and Intuitive Surgical have been removed from the preferred list. While both companies have shown positive financial performance in recent reports, they are no longer part of the current recommendations.

The remaining selection includes companies such as Nvidia, Nu Holdings, Tesla, Mercado Libre, Booking, Uber, Petrobras, and T-Mobile. The suggested sectoral distribution prioritizes discretionary consumption, followed by communication services, industrials, financials, healthcare, technology, and energy.