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  • Comments Off on MM is adding to PSHD US in the International Equities Portfolio, reinforcing a 5% portfolio weight around $US52

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  • Comments Off on MM is adding to B US in the International Equities Portfolio, increasing to a 4% portfolio weight around $US37

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  • Comments Off on MM is adding to BX US in the International Equities Portfolio, reinforcing a 6% portfolio weight around $US110

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  • Comments Off on MM is trimming BTU US in the International Equities Portfolio, reinforcing a 4% weight around US$35

NAB is down more than 3% on Tuesday after being downgraded by JP Morgan on concerns around credit quality and impairments.

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  • Comments Off on MM is neutral towards NAB around $43.30

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  • Comments Off on MM is adding to PNI in the Emerging Companies Portfolio, reinforcing our 4% portfolio weight around $13

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  • Comments Off on MM is adding to ZIP in the Emerging Companies Portfolio, reinforcing our 4% portfolio weight around $1.50

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  • Comments Off on MM is adding to NCK in the Emerging Companies Portfolio, increasing to a 5% portfolio weight around $16

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  • Comments Off on MM is adding to ARB in the Emerging Companies Portfolio, reinforcing our 5% portfolio weight around $22

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  • Comments Off on MM is adding to CAT in the Emerging Companies Portfolio, reinforcing our 4% portfolio weight around $3.40
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