We have a 4% target weighting in Paladin(PDN) across two portfolios, bought at higher levels. Given the mark to market declines, the prevailing position size in our portfolio’s is lower. The alert today is to highlight we are re-establishing a 4% weighting, which in practical terms, means around a 40% increase in prevailing weights, depending on the portfolio.
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Buy Hold Sell: The best and worst performers of FY25
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Friday 25th July – Dow down -316pts, SPI off -39pts
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MM is adding to PDN in the Active Growth & Emerging Companies Portfolios– targeting a 4% portfolio weight
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