EVN is one of the standout ASX gold stocks, and MM has been a fan of it all year. We hold EVN in the Growth Portfolio currently up ~70% though the position size is now small at 3% having trimmed it in August. In line with our view of gold, we’re keen buyers of the stock and sector in general if we see further weakness into 2025.
- We hold 3% of our Active Growth Portfolio in Evolution Mining (EVN), this will likely be increased into a deeper pullback.