Archives: Questions And Answers
So what do we do about our tech exposure?
Like the MM portfolios, mine has also suffered at the hands of the tech sell off. I’ve watched my tech stock values drop and even started adding to positions in December and January (I note MM also had that strategy adding to XRO and noting it would be buying CAT if it didn’t already have exposure). And then watched those shares drop 30% more.
MM is currently exposed through WTC, XRO, CAT, 360. I know that you sold out of CAR at the start of February to reduce your tech exposure, but you still have those tech stocks in the portfolios currently down significantly.
So, what do we do? Wait and see? Are you planning on trimming anymore or waiting to see when it turns around to increase the exposure? With such a huge paper loss of the values of these companies, it’s hard to know what to do. Not looking for specific advice. If you can speak to how you are thinking about your current tech exposure and the fact that you are down significantly on those stocks. Whats the plan?
James and Team,
When is current offer closure date? If I accept offer now , when will i be paid
Hey James and Team
Kapstream are out there marketing their Investment Trust, targeting 3.5% over swap. Any thoughts on the offer pls…
Cheers
To the MM Team,
Firstly congratulations on the recent performance of your Growth fund. From a not so great H1-25 to a very good last 7 months. Shows the benefits of patience.
My question relates to Income stocks. I would like your view on SDF. Seems like the stock has good fundamentals but was punished on AI and Governance issues.
Secondly, REIT’s have generally had a tough 4-6 months, which is understandable. Do you have any interest in getting back into REIT’s for your Income fund. If so which REIT’s interest you?
Keep up the great work,
Charles
Hi MM,
With reporting season underway, companies that miss expectations are being severely hammered. Do you have your eye on any beaten up growth/income stocks that could turn around quite quickly?
Cheers Peter
