Probably the most common question we receive at MM is something along the lines of “what’s your favourite stocks (s) in the MM portfolio (s)” hence today I’ve cast risk aside and named my favourite 3 holdings in our Growth Portfolio, importantly considering the stocks at today’s levels. By definition as I wrote this report I also considered should we be increasing these positions which is a logical follow through if we really like a particular holding: MM’s Flagship Growth Portfolio Click here to view
When combined with our bullish view towards equities over the next 6-12 months today’s report became a more interesting one for myself as I started it with an open mind on a cold Sydney Wednesday night – the results were slightly different to my initial thoughts given prevailing prices / levels and they certainly come with very different degrees of risk.
MM remains long and bullish equities
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