We are stepping up and buying defensive infrastructure company DBI. We were hoping to pick the stock up nearer $3.20, however we missed that level. We have elected to ‘pay up’ given the strong trend playing out in the stock. DBI yields ~7%, 60% franked.
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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MM are buying DBI in the Active Income Portfolio, allocating 4% around $3.36
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