We are selling our 5% holding in Walt Disney (DIS US) as their recovery continues to face challenges, and the time frame for improvement now seems to be a protracted one.
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Friday 30th May – Dow up +117pts, SPI down -17pts
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Gerrish: The correction is done, we’re positioning for what comes next
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Active Growth Portfolio – Showing Weighted Beta
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MM are selling DIS US in the International Equities Portfolio, taking a loss around $US88.62
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