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Active Income Portfolio

The Market Matters Active Income Portfolio provides an active approach to income-producing equities, ETFs and listed Income Securities – Click here to view

The portfolio was down -0.70% in the week, underperforming its absolute return benchmark although outperforming the -1.8% decline in the market. Cash in the portfolio is elevated sitting at around 12% while the portfolio is up 2.89% for the financial year to date. The biggest drag on returns this week came from Service Stream (SSM) -17.96% following their FY22 results – click here to view. On the flip side,  both Telstra (TLS) +3.69% and BHP +2.35% did well.

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