I didn't miss anything. I've been in the magnificent 7 for a long time and majority exposure to US and global index funds. Unhedged too so I have caught excess to the falling AUD
Its almost as if there is a world outside Australia and 'aussie bank shares'. Google is cheaper than CBA, has higher EPS growth and high ROE to funds its own growth. Also a big participant in the AI boom. But this countries collective brain trust is still having a seizure because CBA wants to use a chat bot to replace call centre staff.
CBA Price at posting:
$160.45 Sentiment: Sell Disclosure: Not Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)