We are up almost 90% on our Samsung position but as we have said previously MM doesn’t believe in adding to positions just to average the entry level lower, if we believe a stocks going higher and the risk / reward looks good why not buy more.
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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 likes the risk / reward with Samsung after its 20% correction
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