MFF 0.00% $3.76 mff capital investments limited

As at Dec mth end, MFF portfolio had ~27% invested in...

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    As at Dec mth end, MFF portfolio had ~27% invested in Visa/Mastercard/Amex and I believe they all came out indicating they see no indication of any slowdown in consumer spending (at least not on their cards)

    Another 30% in the Mag 7 (Amazon, Meta, Google) and the rest spread between banks, healthcare & strong US companies (Home Depot etc) and you have to wonder why this is trading at below post tax NTA

    Great ETF equivalent with what seems to be lower fees
 
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