I know a few subscribers have wondered if we are considering talking profit on our DBA position, the answer not at this stage, it may come back in price if / when commodity markets calm down after dramatic adjustments towards the Ukraine invasion but we see significant upside over the coming years and view this as a core exposure for this portfolio.
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Buy Hold Sell: The best and worst performers of FY25
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Tuesday 5th August – Dow up +585 pts, SPI up +86pts
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Monday 4th August – ASX -15pts, BPT, EDV, DHG
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MM still likes our holding our DBA ETF
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