We increased our BHP position across two portfolios earlier in the month and at this stage we haven’t discounted adding again. We see value at the bottom of its trading range, believing the big Australian is ideally positioned with its tilt towards future facing commodities, particularly the growing focus on Copper which should account for around 45% of earnings by 2025.
- We are already holding BHP in our Flagship Growth and Active Income Portfolios.
MM is long and bullish BHP
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