Secondly we are looking at our 10% holdings in both CBA and NAB, the thought process is simple, if we reduce NAB & / or CBA we can add Westpac (WBC) at lower levels into a correction.
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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 considering reducing our NAB position.
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