Unless something drastic changes in the last few days of trading, the January update for the Global fund is likely to disappoint - particularly given that the espoused 'downside protection' hasn't played out. I think Netflix has really hurt - as evidenced by MHHT where it has a much bigger slice.
[VGS is my real-world proxy for MSCI All-World ex-Aust]
Could this now test the existing Global Fund investors who have accepted poor relative returns (albeit with decent absolute returns)?
MFG in the BUY zone, page-993
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