Xero (XRO) has been on a great run, and having hit our initial $140 target, we are taking some profit, trimming the position by around 1%, targeting a 4% portfolio weighting.
MM are trimming XRO in the Active Growth Portfolio, targeting a 4% portfolio weight around $140
Add To Hit List
Goodman Group (GMG) is up 70% in less than a year, and while we’re bullish on the sector, we believe there may be some rotation into the laggards. We are taking some profit, trimming the position by around 1%, targeting a 3% portfolio weighting.
MM are trimming GMG in the Active Growth Portfolio, targeting a 3% portfolio weight around $35.50
Add To Hit List
