We believe the lag effects of higher interest rates will have an impact on sales of recreational marine products at some point. We are selling our 5% portfolio position in Brunswick (BC US) ahead of their quarterly results.
MM are selling BC US in the International Equities Portfolio, taking a loss around $US82.00
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We are trimming Blackstone (BX US) by 1%, targeting a 4% portfolio weighting.
MM are trimming BX US in the International Equities Portfolio, targeting a 4% portfolio weighting around $US127.00
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We are trimming The Trade Desk (TTD US) by 1%, targeting a 5% portfolio weighting.
MM are trimming TTD US in the International Equities Portfolio, targeting a 5% portfolio weighting around $US69.00
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We are trimming Barrick Gold (GOLD US) by 2%, targeting a 5% portfolio weighting.
MM are trimming GOLD US in the International Equities Portfolio, targeting a 5% portfolio weighting around $US15.70
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