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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-4.82%-6.28%0.29%19.68%-29.07%
Target Return 12%1.00%3.00%6.00%12.00%-12.00%
Difference-5.82%-9.28%-5.71%+7.68%-+17.07%
* Inception date 31/01/2020
Portfolio Holdings trade now
COMPANY CODESTOCK NAMEWEIGHT (%)RISKTIME HORIZONENTRY DATEENTRY PRICE ($)LAST PRICE ($)DIVIDENDS ($)GAIN / LOSS (%)
ABYAdore Beauty Group Ltd5ModerateMedium23/10/20206.754.42-34.52
ASBAustal Ltd7ModerateMedium22/06/20203.32.120.06-33.94
CRNCoronado Global Resources Inc4.85HighMedium21/01/20271.140.83-27.19
EMLEML Payments Ltd4HighMedium03/03/20203.63.72.78
IGLIVE Group Ltd5ModerateMedium31/01/20202.311.40.1-35.06
KGNKogan.com Ltd5ModerateMedium27/03/20207.8910.910.2140.94
LYCLynas Rare Earths Ltd3.5ModerateMedium1/02/20214.55.6224.89
MNYMoney3 Corp Ltd4ModerateMedium31/01/20202.463.150.1634.55
NTONitro Software Ltd4HighMedium9/06/20213.143.284.46
PBHPointsBet Holdings Ltd6HighMedium29/04/202112.7712.830.47
PDNPaladin Energy Ltd3HighMedium26/05/20210.510.51-0.98
PPSPraemium Ltd4ModerateLong29/04/20210.7850.9621.66
RHPRhipe Ltd4ModerateMedium07/05/20201.861.990.059.68
RSGResolute Mining Ltd4HighMedium17/03/20210.6350.57-11.02
STAStrandline Resources Ltd3HighMedium22/06/20200.250.22-12
TPWTemple & Webster Group Ltd5ModerateMedium1/02/202110.5310.2-3.13
TYRTyro Payments Ltd5HighMedium31/03/20201.873.87106.95
WZRWisr Ltd5HighLong31/03/20200.270.26-3.7
Z1PZip Co Ltd7ModerateMedium31/03/20204.047.2880.2
Portfolio cash position: 11.65%
Recent Sales trade now
Company codeSTOCK NAMEWEIGHT(%)RISKTIME HORIZONENTRY DATEENTRY PRICE ($)CLOSE PRICE ($)DIVIDENDS ($)GAIN / LOSS (%)
OPYOpenpay Group Ltd3HighMedium31/01/20201.211.5528.1
MLDMACA Ltd4ModerateMedium27/01/20211.370.9450.04-28.1
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.com2.5ModerateMedium1/02/20215.517.28243.54
ALUAlitum5ModerateMedium12/01/202130.1331.083.06
AD8Audinate5ModerateMedium29/06/20208.005.5-31.25
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Opinions for stocks held in the Emerging Companies Portfolio

Tyro Payments (TYR) $3.87

The position currently sitting on the most profit within the portfolio is payments business Tyro, showing a paper gain of slightly over 100% after jumping more than 9% in the last week.

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Flagship Growth Portfolio

A strong week for the portfolio which added +2.1% overall with a +19% surge by Whitehaven Coal (WHC) more than offsetting weakness in our mining services holdings in NRW Holdings (NWH) and Monadelphous (MND).

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Uranium Stocks Hit

A number of uranium miners and related stocks have taken a backwards step as CNN reported a potential leak at a Chinese nuclear plant has caused concern by the United States.

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Austal (ASB) $2.12

ASB -9.01%: The shipbuilder that we recently added to in our Emerging Companies portfolio downgraded today by ~8% and the stock fell a similar amount.

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Austal (ASB) $2.33

ASB +4.02%: We talked about shipbuilder Austal (ASB) last week flagging their move into steel ship production in the US and today we saw an incrementally positive update towards that end.

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Zip Co Ltd (Z1P) $7.16

I could have easily looked at Afterpay (APT) this morning but MM already holds a small position in Z1P hence it got the nod.

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Wisr (WZR) 28c

WZR -12.5%: the neo-lender came out of trading halt today after raising $50m through an institutional placement with the stock hit hard.

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Wisr (WZR) 32.5c

Wisr (WZR) has spent the first part of the week in a trading halt as it looks to get a $50m institutional placement away.

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Actions for stocks held in the Emerging Companies Portfolio

TYR
UPDATED 17/06/2021 09:07
MM are contemplating taking a very good profit in TYR above $4.00
Add To Hit List
Z1P
UPDATED 16/06/2021 13:49
MM are adding to Z1P in the Flagship Growth Portfolio, allocating a further 2% around $7.20
Add To Hit List
ASB
UPDATED 16/06/2021 06:23
MM remains positive ASB although patience required
Add To Hit List
OPY
UPDATED 09/06/2021 12:14
MM are selling OPY in the Emerging Companies Portfolio, taking profit around $1.56
Add To Hit List
KGN
UPDATED 09/06/2021 12:12
MM are adding to KGN in the Emerging Companies Portfolio, allocating an additional 2.5% around $10.76
Add To Hit List
ASB
UPDATED 09/06/2021 12:12
MM are adding to ASB in the Emerging Companies Portfolio, allocating an additional 2% around $2.33
Add To Hit List
PBH
UPDATED 09/06/2021 12:11
MM are adding to PBH in the Emerging Companies Portfolio, allocating an additional 2% around $13.60
Add To Hit List
ASB
UPDATED 07/06/2021 16:51
Z1P
UPDATED 04/06/2021 09:12
MM likes Z1P initially looking for +30% upside
Add To Hit List
WZR
UPDATED 02/06/2021 17:04
MM remains bullish WZR
Add To Hit List
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