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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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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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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Buy Hold Sell: The best and worst performers of FY25
James Gerrish & Henry Jennings

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Thursday 11th September – Dow off -220pts, SPI off -20pts
Daily Podcast Direct from the Desk

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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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