MM is taking a small profit on Woodside (WDS) as we turn more neutral on energy markets.
MM is selling WDS in the Active Growth Portfolio, taking profit on the 4% weighting around $35.19
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We are adding Goodman Group (GMG) to the portfolio given the company’s strong outlook and our view of a tailwind from lower bond yields
MM is buying GMG in the Active Growth Portfolio, taking a 4% weighting around $21.06
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