We are trimming our 7% holding in Commonwealth Bank (CBA), reducing it by 2% leaving a 5% weighting.
MM are trimming CBA in the Flagship Growth Portfolio, taking profit around $107
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We are trimming our 7% holding in National Bank (NAB), reducing it by 2% leaving a 5% weighting.
MM are trimming NAB in the Flagship Growth Portfolio, taking profit around $27.25
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We are buying IAG. We view the stock as cheap with a strong chance for near term upside as discussed in recent notes.
MM are buying IAG in the Flagship Growth Portfolio, allocating 4% around $5.34
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We are buying Qantas (QAN). We have very little exposure to the re-opening trade and we view QAN as a strong candidate here having used the pandemic to make profitable changes to their internal structures.
MM are buying QAN in the Flagship Growth Portfolio, allocating 4% around $4.53
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