We are selling our 4% holding in Stockland (SGP) to increase cash ahead of reporting.
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Monday 2nd June – ASX -20pts, SOL, BKW & JHX
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Gerrish: The correction is done, we’re positioning for what comes next
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Monday 2nd June – Dow up +54pts, SPI up +8pts
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MM are selling SGP in the Active Income Portfolio, taking profit & increasing cash around $4.00
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