In my opinion the MFG portfolio cannot be any safer due to combination of growth and secure consumer and utilities stocks. 50% on consumer goods and utilities companies have been there for decades and grow very slowly with strong BS. That leaves us with FAANG, MSFT, SAP. These are the best of the best, with strong BS and cash to burn. There are profits are astronomical. Also don’t forget the world has changed since Covid, securing “all things internet” for at least another decade or more. So if anyone is going to grow from here onwards it has to be these 7 companies. The sheer size and the brand name they have established around the world is just amazing. This is why Magellan out performed since inception for Covid to interrupt. As this is past us we should see good performance in the future. Now I have lot of doubts about Alibaba and Chinese capitalism. I have written before too on this. I think Alibaba is still 4.5% if the portfolio.
MFG Price at posting:
$32.64 Sentiment: Buy Disclosure: Held
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