The Market Matters Emerging Companies Portfolio targets small & mid capitalisation emerging stocks (ex-100) that show strong underlying growth characteristics – Click here to view
The portfolio was down -2.42% in the week, cash remains at around 4% with no changes to the portfolio. EML Payments (EML) was the biggest drag falling more than 25% after the CEO departed in mysterious circumstances. Lynas (LYC) and PointsBet (PBH) fell -16% and -12% each as well. Select Harvests (SHV) bounced back more than 10% and Pinnacle (PNI) added 7% to be the top performers in the portfolio. This week we are looking at a number of changes in store for the portfolio.