We are selling Temple & Webster (TPW) to reduce exposure to e-commerce after a solid run.
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Pulse Check Webinar: Navigating Trade Wars, AI and Trump’s market impact
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Tuesday 11th February – ASX +15pts CSL, MQG, CQE
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Video Update – January 2025 Portfolio Performance & Positioning
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Tuesday 11th February – Dow up +167pts, SPI up +31pts
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MM are selling TPW in the Emerging Companies Portfolio, taking profit & increasing cash around $12.25
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