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Flagship Growth Portfolio

The Market Matters Flagship Growth Portfolio provides an active approach to investing in ASX listed large cap stocks – Click here to view

This MM portfolio fell 3.6% last week while cash sits at ~4%. We enjoyed a strong performance from CSL Ltd (CSL) but our high beta and resources positions struggled in particular a2 Milk (A2M), Zip (Z1P), IGO Ltd (IGO), Whitehaven Coal (WHC) and BHP Group (BHP).

This portfolio is largely structured in line with our outlook but as volatility increases on the stock and sector level opportunities are presenting themselves, we have a few ideas in the pipeline, with some MM alerts likely:

  • Banks : we are considering switching our National Australia Bank (NAB) position into the Bank of Queensland (BOQ).
  • Buy :  Mineral Resources for a combination of iron ore & lithium exposure, we were considering IGO to fund this move but after its 8.4% fall yesterday the attraction has waned.
  • Sell : Hence to fund this purchase we are considering one of our growth names e.g. Z1P which has gone into hibernation like much of the BNPL space.
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Mineral Resources (MIN)
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