We are taking profit on our position in Helia (HLI) following a strong re-rate in the share price. Uncertainty remains high around the future for HLI, and we are locking in a profit.
MM are selling HLI in the Active Income Portfolio, taking profit around $5.60
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We are buying into Amcor (AMC) for income, with capital growth a bonus from currently depressed levels. We covered our view on the stock here, starting with a 4% portfolio weighting.
MM are buying AMC in the Active Income Portfolio, targeting a 4% weighting around $12.62
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