We are selling MFG in the Income Portfolio taking a ~30% profit. We now have a preference for GQG Partners (GQG) as discussed last week (here), however, we are selling MFG first, and will look to re-deploy funds at a later date.
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Buy Hold Sell: The best and worst performers of FY25
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Friday 8th August – Dow off -224pts, SPI down -25pts
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Thursday 7th August – Dow up +81pts, SPI down -27pts
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MM are selling MFG in the Active Income Portfolio for a profit around $10.50
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