We are increasing our target weight in JB Hi-Fi (JBH) up to 5% (from 4%) seeing good risk/reward at current levels.
MM is adding to JBH in the Active Growth Portfolio, targeting a 5% portfolio weight around $74
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We are increasing our target weight in Sandfire Resources (SFR) up to 4% (from 3%) seeing good risk/reward at current levels.
MM is adding to SFR in the Active Growth Portfolio, targeting a 4% portfolio weight around $15
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We are increasing our target weight in Evolution Mining (EVN) up to 4% (from 3%) seeing good risk/reward at current levels.
MM is adding to EVN in the Active Growth Portfolio, targeting a 4% portfolio weight around $12
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