We are adding to our position in Goodman Group (GMG), increasing our target weighting from 4% to 5% into prevailing weakness.
MM are adding to GMG in the Active Growth Portfolio, targeting a 5% portfolio weighting around $31.70
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We are initiating a relatively small 3% target weighting in HUB24 (HUB) into current weakness. We view HUB as an ‘accumulate’ on the back foot style of position. We covered HUB this morning here.
MM are buying HUB in the Active Growth Portfolio, allocating 3% around $76
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