MFG way over sold !, page-30

MSCI have updated global index for January 22 and I have used MGOC unit prices to work out performance for January 22. I have listed index fund movement too.

I have also prepared $ movement of funds using portfolio stock movement for the month and balancing the balance with fund outflow. Tables are below.

The recent performance keep improving from what it was last year. However all the other issues of management is over taking the improvement in the portfolio.

Hopefully Chris and management team can settle things down. This set of companies are doing well in total compared to all other indexes. It will be waste if they can't organise the management team.

Performance for January 2022
				Jan-22	Dec-21
S&P Asx 200				-6.4%	2.8%
Dow				-3.3%	5.4%
MGOC (using unit price for Jan 22)				-2.9%	3.1%
S&P 500				-5.3%	4.1%
MSCI World IDX				-2.3%	1.7%

$ movement of Funds
		Dec 21 Balances	Jan 22 Performance %	Jan 22 Performance$	Jan 22Expectedbalance	January Outflow	Jan 22 Balance
Global Equities		64,931	-2.9%	(1,854)	63,077	(847)	62,230
Infrastucture Equities		20,565	2.3%	468	21,033	706	21,739
Australian Equities		9,995	-6.4%	(635)	9,360	119	9,479
MFG Total		95,491	-2.1%	(2,021)		(22)	93,448

Portfolio performance in A$
		Dec-20	Jan-21
MSFT	8.4%	-0.13%	-0.39%
Netflix	5.8%	-0.54%	-1.56%
Alphabet ass C	5.6%	-0.10%	-0.19%
Starbucks	5.4%	0.20%	-0.73%
Visa	4.5%	0.38%	0.34%
YumiBrand	4.5%	0.46%	-0.32%
SAP	4.3%	0.29%	-0.34%
Pepisico	4.2%	0.23%	0.11%
Interconitanal Exchange	4.0%	0.08%	-0.20%
FB	3.9%	0.03%	-0.16%
Nestle NSRGY	3.4%	0.20%	-0.19%
Master card	3.3%	0.38%	0.36%
CrownCastle CCI	3.2%	0.38%	-0.32%
Proctor & Gamble	3.1%	0.30%	0.04%
Mcdonald	3.0%	0.19%	-0.01%
Balance	33%
%Gain/ (loss)	100.0%	2.5%	-2.9%