One of MM’s holdings in our International Portfolio unfortunately dropped the most since March after missing quarterly revenue expectations, another stock failing to accelerate to the upside after making fresh all-time highs – this current market characteristic feels like it’s here to stay in 2021 suggesting investors should be more active towards profit taking than they usually would.
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Friday 30th May – Dow up +117pts, SPI down -17pts
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Gerrish: The correction is done, we’re positioning for what comes next
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Active Growth Portfolio – Showing Weighted Beta
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MM is bullish PayPal medium / long term
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