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Macro ETF Portfolio – Amendments

MNRSQQQ US

We are selling our 10% holding in the long Nasdaq ETF (QQQ US) given our more bearish view around technology into May/June.

QQQ US
MM are selling QQQ US in the Global ETF Portfolio, taking profit around $US 330
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Invesco QQQ Trust (QQQ US)

We are buying the Betashares Global Gold Companies ETF (MNRS) to align with our bullish view on Gold. NB: This is listed on the ASX.

MNRS
MM are buying MNRS in the Global ETF Portfolio, allocating 10% around $6.50
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BetaShares Global Gold Miners ETF (MNRS)
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Relevant suggested news and content from the site

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Market Moves
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Performance update for March, stocks that drove returns & our current positioning
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Tuesday 23rd April – ASX200 +26pts, Northern Star (NST), Chrysos (C79), Brambles (BXB)
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Major Movers Today
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Market Matters Research Lead Shawn Hickman with David Koch
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ASX 200 Index
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