The Market Matters Flagship Growth Portfolio provides an active approach to investing in ASX listed large cap stocks – Click here to view
The MM Growth Portfolio slipped -0.05% last week lagging slightly the local market which rallied around 0.4%, the main laggards were HUB24 (HUB) -6.63%, CSL Ltd (CSL) -5.44%, and Qantas (QAN) -4.92% while Whitehaven (WHC) +4.81%, Northern Star (NST) +6.84% and Commonwealth Bank (CBA) +8.15% performed strongly – but overall it’s been a choppy consolidation week.
After the hit to tech names on global indices we are watching our holdings very closely and in a few instances we’ve tweaked our plans.
