We mentioned AMP earlier which we feel could surprise on the upside into 2022 but it’s definitely not sitting in the “rarely discussed” corner whereas the 3 stocks we’ve considered today most definitely are and a quick look at their Google Search Ranking, or number of appearances in the AFR, confirms the fact. As subscribers know global equities are again breaking out to fresh highs but after such a stellar year we feel much of the heavy lifting into January will be undertaken by a combination of the underperformers and less heralded names.
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Monthly Update: Portfolio performance and positioning during October
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Buy Hold Sell: The best and worst performers of FY25
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM remains bullish global stocks into 2022
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