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 Global Macro ETF Portfolio gained +1.24% with our gold miners (MNRS US) ETF the best on ground advancing 6.24%. Cash sits at ~5%.
No change, this is another portfolio which is now largely positioned in accordance with our views across financial markets, we are only holding a small cash position but the ETF we are considering rallied strongly last week, without us!
- US traded URA ETF – We are like this uranium ETF which looks to track companies involved in both mining and production of nuclear components – potentially 5% into new highs and then we can reassess over the coming weeks.
MM likes the URA ETF in line with the evolving clean energy thematic
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