We’ve been looking for a bounce in ZM to cut our position over recent weeks, in hindsight we’ve been too pedantic of late but if we see a decent recovery in-line with outlook for tech stocks in general this is prime candidate to exit our International Portfolio.
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Friday 30th May – Dow up +117pts, SPI down -17pts
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Gerrish: The correction is done, we’re positioning for what comes next
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Active Growth Portfolio – Showing Weighted Beta
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MM is considering selling ZM into a bounce.
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