The Market Matters Global Macro ETF Portfolio Tracks our top 10 global macro calls, and provide avenues to trade them via ASX and internationally listed Exchange Traded Funds (ETF’s) – Click here to view
MM’s International portfolio also had a tough week falling -1.38% although again the currency fluctuations provided a much needed +0.91% tailwind. As we said last week “we like the portfolio mix” with one position, which we again have flagged over recent months, on the horizon for our 10% cash holding:
- Locally traded ACDC ETF – We are looking to buy the ACDC ETF, at this stage a staggered approach with bids at 88 and 85 making sense but we may be forced to raise these levels.
MM is looking to buy the ACDC ETF into current weakness
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