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Microsoft (MSFT US) v Wells Fargo (WFC US)

MSFT USWFC US

We are looking at a simple switch in-line with our recent rhetoric towards equities:

  • Tweak up our quality tech holdings but we do plan to cut 1-2 of our other sector positions into MM’s anticipated 10-15% rally.
  • WFC is our largest holding at 9% and after its stellar rally reducing into current strength / outperformance is simple prudence.
  • We like Microsoft (MSFT US) into current weakness
MSFT US
MM is looking to switch 2-3% of our WFC position into MSFT
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Microsoft (MSFT US) v Wells Fargo (WFC US)
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