We were too quick taking profits from our Cameco (CCJ US) position in January, albeit, it was a solid ~40%. We are now buying back at a higher level, bullish on Uranium in the medium term. An initial 3% weighting leaves capacity to add further to the holding.
MM are buying CCJ US in the International Equities Portfolio, allocating 3% around $US54.28
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Zillow (ZG US) is a US real-estate platform that has been on our ‘Hitlist’ for a few months. We are now initiating a position with a 3% weighting, with room to add to it in time.
MM are buying ZG US in the International Equities Portfolio, allocating 3% around $US41.86
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