We are selling Super Retail (SUL) in both the Active Growth & Income Portfolios ahead of their results tomorrow, preferring not to carry the risk.
MM is selling SUL in the Active Growth & Income Portfolios, taking profit around $14.00
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We are switching from Super Retail (SUL) to JB Hi Fi (JBH) to reduce risk across both the Growth & Income Portfolios. We believe the risk/reward is more appealing in JBH.
MM is buying JBH in the Active Growth & Income Portfolios, allocating 4% around $83.50
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We are selling CSL for a loss from the Active Growth Portfolio. This has been a disappointing investment, the only small solace being we have held a significantly lower weight relative to the index.
MM is selling CSL in the Active Growth Portfolio, taking a loss around $145.00
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We are using funds from CSL to buy Resmed (RMD) in the Active Growth Portfolio. We view RMD as a safer opportunity in the healthcare space.
MM is buying RMD in the Active Growth Portfolio, allocating 4% around $36.50
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