The markets are in a fascinating position with most parts of our roadmap unfolding nicely plus tech now looking likely to become the last piece of the puzzle i.e. we are bullish and looking for growth stocks to start leading the market higher after enduring a very tough year. However, it’s one thing to pick the market and even sectors correctly but if companies fail to deliver on earnings it can still be a frustrating journey as we’ve experienced over the last few weeks e.g. Xero (XRO) and Megaport (MP1).
This morning we’ve outlined 3 switches we are monitoring looking for optimum portfolio performance into 2023, while monitoring is very different from pressing buy/sell buttons this year more than most has shown us how prepared/open-minded investors must be for change.
MM is bullish on US tech targeting a +15% rally
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