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Emerging Companies Portfolio

For those seeking higher growth investments

About the Emerging Companies Portfolio

About The Portfolio

The newest Market Matters Portfolio that searches for small & mid capitalisation emerging stocks (ex-100) that show strong underlying growth characteristics. This is a higher risk portfolio and investors should expect greater volatility in returns.

Portfolio Performance
Portfolio1M3M6M1Y3Y paITD PA*
Emerging Companies-5.98%0.04%1.64%65.88%-29.40%
Target Return 12%1.00%3.00%6.00%12.00%-7.92%
Difference-6.98%-2.96%-4.36%+53.88%-+21.48%
* Inception date 31/01/2020
Portfolio Holdings trade now
COMPANY CODESTOCK NAMEWEIGHT (%)RISKTIME HORIZONENTRY DATEENTRY PRICE ($)LAST PRICE ($)DIVIDENDS ($)GAIN / LOSS (%)
ABYAdore Beauty Group Ltd5ModerateMedium23/10/20206.754.95-26.67
ASBAustal Ltd5ModerateMedium22/06/20203.692.470.09-30.62
CRNCoronado Global Resources Inc4HighMedium21/01/20271.2850.87-32.68
EMLEML Payments Ltd4HighMedium03/03/20203.65.7258.89
IGLIVE Group Ltd5ModerateMedium31/01/20202.311.380.1-35.93
KGNKogan.com Ltd2.5ModerateMedium27/03/20205.0313.50.42176.74
LYCLynas Rare Earths Ltd3.5ModerateMedium1/02/20214.56.2639.11
MLDMACA Ltd4ModerateMedium27/01/20211.371.070.04-18.98
MNYMoney3 Corp Ltd4ModerateMedium31/01/20202.463.040.1630.08
OPYOpenpay Group Ltd3HighMedium31/01/20201.212.2989.26
RHPRhipe Ltd4ModerateMedium07/05/20201.861.830.051.08
RSGResolute Mining Ltd4HighMedium17/03/20210.6350.54-14.96
STAStrandline Resources Ltd3HighMedium22/06/20200.250.2-20
TPWTemple & Webster Group Ltd5ModerateMedium1/02/202110.5310.580.47
TYRTyro Payments Ltd5HighMedium31/03/20201.873.9108.56
WZRWisr Ltd5HighLong31/03/20200.270.25-9.26
Z1PZip Co Ltd7ModerateMedium31/03/20204.049.61137.87
Portfolio cash position: 27%
Recent Sales trade now
Company codeSTOCK NAMEWEIGHT(%)RISKTIME HORIZONENTRY DATEENTRY PRICE ($)CLOSE PRICE ($)DIVIDENDS ($)GAIN / LOSS (%)
BAPBapcor Ltd6ModerateMedium31/03/20204.017.950.24104.24
OREOrocobre Ltd5ModerateMedium10/03/20214.415.9835.6
SMRStanmore Coal Ltd4HighMedium10/03/20210.890.7750.04-8.43
MOEMoelis Australia5ModerateMedium22/02/20213.094.9560.19
PNIPinnacle Investments6ModerateLong22/02/20214.799.280.2298.33
GPRGeopacific Resources3HighMedium22/02/20210.360.360
KGNKogan.com2.5ModerateMedium1/02/202117.285.5243.54
ALUAlitum5ModerateMedium12/01/202131.0830.133.06
AD8Audinate5ModerateMedium29/06/20208.005.5-31.25
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Opinions for stocks held in the Emerging Companies Portfolio

Resolute Mining (RSG) 54c

RSG +14.89%: Phew! The Gold miner rallied today on news the Bibiani mine in Ghana had seen it’s mining licence reinstated, around 3 weeks after the local government revoked it.

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Wisr (WZR) 24.5c

WZR +8.89%: Released a quarterly trading update today and the trends remain very strong.

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Zip Co (Z1P) $9.61

Z1P -1.23%: Jumped out of the blocks this AM after Citi upgraded to a BUY with an $11.30 PT, Z1P rallied to a $10.62 high before entering a trading halt to raise capital.

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Bapcor (BAP) $7.90

After a very strong period of growth we are now neutral the car parts business Bapcor with the stock stuck in a trading range between $6.90 and $8.40. We are sellers ~$8.

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IVE Group (IGL) $1.385

The media & print business has seen a strong rebound in performance over the last 6 months however it is struggling to move higher despite a buy back in place.

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Zip Co (Z1P) $9.73

Z1P +16.95%: Lead the index’s gainers today with a big jump on some strong quarterly numbers. The digital payments company saw revenue climb 83% on year to $112m as transaction volume hit $1.6b – more than double that of 3Q20.

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Money 3 (MNY) $2.91

MNY is a consumer finance business, they do things like car & personal loans both in Australia & New Zealand.

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Orocobre (ORE) $5.37

Argentinian focussed Lithium company Orocorbe (ORE) rallied more than 7% after analysts at Citi turned bullish on the company with a price target north of $6.

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Actions for stocks held in the Emerging Companies Portfolio

RSG
UPDATED 14/04/2021 16:55
WZR
UPDATED 14/04/2021 16:54
BAP
UPDATED 14/04/2021 11:35
MM are selling BAP in the Emerging Companies Portfolio, taking profit around $8.00
Add To Hit List
ORE
UPDATED 14/04/2021 11:34
MM are selling ORE in the Emerging Companies Portfolio, taking profit around $6.00
Add To Hit List
IGL
UPDATED 14/04/2021 11:26
BAP
UPDATED 14/04/2021 11:25
ORE
UPDATED 14/04/2021 11:23
Z1P
UPDATED 13/04/2021 17:32
MNY
UPDATED 09/04/2021 09:23
MM is bullish MNY below $3
Add To Hit List
ORE
UPDATED 08/04/2021 09:27
MM is bullish ORE targeting a move above $6
Add To Hit List
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