In line with our positive comments in the Emerging Companies section MM is looking to switch our 5% holding in the ACDC ETF (ACDC) into the Sprott Physical Trust (U-U CN), a move we have flagged a few times but have been patiently watching over the last few weeks.
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Tuesday 3rd June – ASX +29pts, IEL, 360, TWE
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Gerrish: The correction is done, we’re positioning for what comes next
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Tuesday 3rd June – Dow up +35pts, SPI up +69pts
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MM is a happy buyer of the U-U CN Trust CAD ~$14.00
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