We are selling our 5% holding in Walt Disney (DIS US) as their recovery continues to face challenges, and the time frame for improvement now seems to be a protracted one.
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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 are selling DIS US in the International Equities Portfolio, taking a loss around $US88.62
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