MM holds Google as most of us call Alphabet in our International Portfolio, its performed reasonably well considering the overall move in tech / growth names. If markets hold together we anticipate fresh highs in 2022 but in-line with our outlook towards tech stocks we at least envisage another 8-10% upside i.e. we not considering taking profit at the moment.
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Buy Hold Sell: The best and worst performers of FY25
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Thursday 14th August – ASX +66pts, WBC, TLS, PME
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Thursday 14th August – Dow up +463pts, SPI up +31pts
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MM likes Google around $US2600
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