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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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Overview
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Buy Hold Sell: The best and worst performers of FY25
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Tuesday 1st July 2025 – Dow +275pts, SPI down -6pts
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ASX200 Seasonality Chart – Source Bloomberg
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FY26 Playbook: Finding Clarity in the Chaos
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Monday 30th June – ASX +29pts, JHX & WAF
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ASX200 Index
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Monday 30th June – Dow up +432pts, SPI up +5pts
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JB Hi-Fi (JBH) Valuation over the last 5 years
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Friday 27th June – ASX +13pts, REH, BOE, IFL
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