Even accepting that it was a sound decision to go cash/ defensive around that time, it was overdone when approaching half of the portfolio was in cash and most the equities were concentrated in just Visa, MasterCard and Home Depot. Then a bit slow in rotating back to more fully invested it's fair to say.
I'm all in now, however, and MFF now comprises 17% of my portfolio (with 20% being the limit). 10 year TSR return also sitting at a stellar 19.2%(!!!) annualised with WAX (16%) and MIR (14%) rounding out the top 3, and no other international mandates even close.
Even accepting that it was a sound decision to go cash/...
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Last
$3.76 |
Change
0.040(1.08%) |
Mkt cap ! $2.178B | |||
| Open | High | Low | Value | Volume |
| $3.72 | $3.77 | $3.71 | $812.6K | 216.7K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 6326 | $3.76 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.77 | 1676 | 1 |
View Market Depth
| Last trade - 16.10pm 06/08/2024 (20 minute delay) ? |
| MFF (ASX) Chart |