Visa (V US) is a holding we have been monitoring closely through 2021 as its failed to embrace the markets strength over the last 12-months, after its 7% bounce its now feeling like an opportune to time cut our position for a small profit – we should always ask ourselves the question that if we wouldn’t consider buying a stock at this level should we still own it.
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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 is considering selling Visa (V US)
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