Inline with a short-term cautious view on Gold following a very strong rally, we are now selling into strength across Market Matters Portfolios, including taking profit on Vault Minerals (VAU).
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Friday 30th May – Dow up +117pts, SPI down -17pts
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Gerrish: The correction is done, we’re positioning for what comes next
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Active Growth Portfolio – Showing Weighted Beta
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MM are selling VAU in the Emerging Companies Portfolio, taking profit around 46c
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