We are taking profit on our position in IREN after a phenomenal run in a short period of time. Plenty of blue sky is now priced in at current valuations, and we’re cashing in our chips. For a broader take on the position, see here.
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM are selling IREN US in the International Equities Portfolio for a profit around $US37
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