We are trimming CCJ US back to a 4% target weight (down from 5%), though with the strong appreciation in share price, active weights will be higher. The uranium story is a great one, but it’s volatile, and managing position size during the journey is important.
- Take part profit and bring back to 4% target.
MM are trimming CCJ US in the International Equities Portfolio, targeting a 4% portfolio weighting ~$US71
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