Another “tech” holding in our MM International Portfolio which popped higher overnight was Zoom (ZM US) which rallied well over +10% at its best illustrating how the pressure valve has been released once bond yields stopped surging higher.
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Monday 2nd June – ASX -20pts, SOL, BKW & JHX
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Gerrish: The correction is done, we’re positioning for what comes next
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Monday 2nd June – Dow up +54pts, SPI up +8pts
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MM is looking to take profit on ZM into ongoing strength.
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