US bank Wells Fargo is our largest holding in our International Portfolio and after surging in recent weeks MM is looking to reduce the holding from 9% to 6%, a great result for a position that was struggling in its early days and had a difficult time through the pandemic.
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM is looking to reduce our WFC position
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