We are selling our 5% holding in Oz Minerals (OZL) given Copper has hit our target. We are tweaking the portfolio to be slightly more defensive in nature.
MM are selling OZL in the Flagship Growth Portfolio, taking profit around $26.43
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We are buying Woolworths (WOW) into recent weakness. The recent sell-off on supply chain disruptions we view as temporary.
MM are buying WOW in the Flagship growth Portfolio, allocating 5% around $35.66
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