At stage of the month , 3 months to end February 2022 should be positive for MFG/MGOC performance against VGS and all other indexes except Dow. As MFG/MGOC had 2 good months in December & January as per my calculations,qtr to February still looks good provided no more material changes take place. Only other major stock yet to report is Amazon which will be tomorrow morning and it can change.
The good performance from Google with higher proportion in the portfolio and other consumer good stock has compensated for FB.
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