US stocks are expected to open sharply lower this evening on tariff concerns, and we are using weakness to add a new position in Goldman Sachs (GS US), a stock that will likely be a key beneficiary later in the year underpinned by pro-growth US policies around lower taxes and regulation.
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Buy Hold Sell: The best and worst performers of FY25
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Monday 4th August – Dow off -542pts, SPI down -32pts
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Friday 1st August – Dow off -33pts, SPI down 64pts
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MM are buying GS US in the International Equities Portfolio, allocating 5% around $US563.10
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Buy Hold Sell: The best and worst performers of FY25
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Monday 4th August – Dow off -542pts, SPI down -32pts
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Friday 1st August – Dow off -33pts, SPI down 64pts
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