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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Video Update – January 2025 Portfolio Performance & Positioning
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Pulse Check Webinar: 3 Key 2025 themes, and the stocks to play them
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Friday 24th January – Dow up +408pts, SPI up +29pts
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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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