We are cutting Pilbara (PLS) around breakeven to reduce our exposure to Lithium in this portfolio, reallocating funds into other existing commodity holdings. We retain Lithium exposure through Mineral Resources (MIN).
MM are selling PLS in the Active Growth Portfolio, around breakeven for ~$3.50
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We are upweighting Paladin (PDN), targeting a 4% portfolio weighting (up from 3%). The stock has pulled back since we initially bought it last week.
MM are adding to PDN in the Active Growth Portfolio, targeting a 4% weighting around $14.50
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We are upweighting Sandfire Resources (SFR) targeting a 5% portfolio weighting (up from 4%). The stock has pulled back into our accumulation zone below $9.
MM are adding to SFR in the Active Growth Portfolio, targeting a 5% weighting around $8.90
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We are upweighting South32 (S32) targeting a 5% portfolio weighting (up from 4%) following an aggressive sell-off in recent sessions.
MM are adding to S32 in the Active Growth Portfolio, targeting a 5% weighting around $3.66
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