We are selling our 4% holding in Ramsay Healthcare (RHC) to fund a new purchase in Bravura (BVS)
MM are selling RHC in the Flagship Growth Portfolio, taking a loss around $64.00
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We are buying Bravura Solution (BVS) inline with recent reports
MM are buying BVS in the Flagship Growth Portfolio, allocating 4% around $3.50
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We are adding to our existing position in Xero (XRO). Quality stock which we have high conviction on, our portfolio weighting should reflect that.
MM are adding to XRO in the Flagship Growth Portfolio, allocating a further 2% around $130
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We are trimming our weightings in both CBA and NAB to make room for a pending purchase of BOQ.
MM are trimming CBA & NAB in the Flagship Growth Portfolio reducing by 3% taking each weighting to 7%
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We plan to buy Bank of QLD (BOQ) on a pullback below $8.50.
MM are planning to buy BOQ in the Flagship Growth Portfolio, allocating 6% using a limit of $8.50
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