We are trimming James Hardie (JHX) into strength, bringing it back to a 4% portfolio weight.
MM are trimming JHX in the Flagship Growth Portfolio, taking part profit around $38.00 targeting a 4% weighting
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We are averaging down on Sandfire (SFR), bringing our position up to a 4% portfolio weight (from 3%).
MM are increasing SFR in the Flagship Growth Portfolio, allocating a further 1% around $5.50
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