MFG 0.53% $9.44 magellan financial group limited

Ann: Video update from Chief Investment Officer and Chairman, page-52

  1. 5,479 Posts.
    lightbulb Created with Sketch. 1039
    He has balanced his Microsoft and Alphabet with 50% defensive.

    In fact, 50% is super defensive. Hamish has already stated this.

    And the reason is to NOT blow up accounts - fiduciary duty.

    You can't have it both ways @SP007.

    I.E Whinge about underperformance and therefore "high fees". Or in your erroneous words "the offset defensives will be torched".

    Which one is it tiger?
 
watchlist Created with Sketch. Add MFG (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.