We are using recent weakness to top up our existing holding in LLC, moving from a 4% target weighting up to 5%.
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Buy Hold Sell: The best and worst performers of FY25
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Tuesday 1st July – ASX +10pts, HMC, IFL, SGH
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Tuesday 1st July 2025 – Dow +275pts, SPI down -6pts
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MM are increasing LLC in the Flagship Growth Portfolio, targeting a 5% portfolio weighting around $6.50
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