Marcus Today SMA | March 2020 Update

Where do we even begin… We are witnessing history. Both in the stock market and the broader world. Countries in lockdown. Fines for leaving the house without a good reason. Cafes, restaurants, bars, clubs and pubs all closed. Sport on hold. And that’s not even the half of it. Completely unprecedented times. FUND PERFORMANCE MARCUS…

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Lucked Out

LUCKED OUT Some fund managers celebrate a 1% outperformance of their benchmark over a year. The Marcus Today Growth SMA has outperformed its very demanding ASX 300 Accumulation benchmark by 23% in a month and is down just 6.1% from the top and that's before the bounce this morning. Most of that performance has come…

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We have made our big call

We have made our big call and have gone from 70% “out” to 81% “in” in the Marcus Today Growth portfolio. We have had a few emails about what we have bought/hold – these are always available on the PORTFOLIOS tab on the website but here is a list of our current holdings. If you…

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Covid19 crash update we are buying

We are starting to buy

WE ARE STARTING TO BUY This is not optimsim, this is being less negative. Its a very busy morning for us, we have decided to reduce our massive cash position of 70%. We are taking it down to 40%. Bit short but I wanted to get the main message to you before the market opened.…

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“Don’t buy anything”

Our market down over 400 points on the open (8%) TODAY’S CONCLUSION – Not buying although the “Don’t buy anything” message will become more unsophisticated as every day goes past. We have to be slightly smarter than that because I guarantee you, at some point the tone of this is going to change, improve and…

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