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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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Gerrish: The correction is done, we’re positioning for what comes next
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Thursday 29th May – Dow off -244pts, SPI up +13pts
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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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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
FY26 is shaping up as a year where strategic portfolio positioning will matter more than ever. Hear from James Gerrish & Shawn Hickman as they detail MM's current views.

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Gerrish: The correction is done, we’re positioning for what comes next
The Market Matters lead portfolio manager talks the recent recovery, Trump, gold, and why he thinks there's plenty of opportunities.

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Thursday 29th May – Dow off -244pts, SPI up +13pts
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