Quality stocks have an unsurprising habit of outperforming in the long run and US giant MSFT is no exception, its more than doubled since we went long back in early 2020. However all stocks have a fair value even the likes of MSFT and Apple, and considering we allocated 6% of our portfolio into MSFT back last year this effectively means today we have more than 10% of our International Portfolio in MSFT hence we are considering trimming this back into fresh all-time highs when we are likely to increase our cash holding.
MM is considering trimming our Microsoft position above $US350
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