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The Bottom Line

  • We are looking to tweak our portfolios away from Tech into Christmas, with the Resources and Healthcare/Real Estate Sectors most likely to receive some of the funds due to our current positioning instead of our preference for 2024.
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Relevant suggested news and content from the site

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ASX 200
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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ASX 200
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Webinar Recording | Will NVIDIA Ignite or End the AI Trade?
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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ASX 200
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Monthly Update: Portfolio performance and positioning during October
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Monday 8th September – Dow off -220pts, SPI off -15pts
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Market Matters Video Update
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