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
As at Dec mth end, MFF portfolio had ~27% invested in...
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Last
$3.71 |
Change
0.030(0.82%) |
Mkt cap ! $2.149B | |||
| Open | High | Low | Value | Volume |
| $3.69 | $3.72 | $3.69 | $791.3K | 213.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 13585 | $3.69 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.72 | 6144 | 4 |
View Market Depth
| Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
| MFF (ASX) Chart |