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S&P Rebalance – new fund rules

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Hi guys, how will the new S&P fund rule system affect larger companies? Essentially, I hold a decent position in the Nasdaq, will Nvidia, apple and Microsoft get sold off to meet new rules? From what I can make out, it’ll be out of one pocket into another, so the overall value will stay the same in the fund, and the Nasdaq overall. Is it limiting the 3 largest companies to 50% cap combined? If passive funds will now be capped, what do you think the portion is between active and passive institutional ownership is in the larger companies? For example 45% shares owned by passive / tracking funds, 30% active institutions and 25% private retail?
Regards,
Simon

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Is Alphabet (GOOGL US) a buy?

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Hi Team
GOOGL has been sold off hard on ongoing anti trust concerns etc. and is now trading well below it’s 200 day moving average. I know this is on the MM hit list for the international equities portfolio so do you guys see this as a buying opportunity, or are there real concerns with pending DoJ actions?
If you are still keen, where would your buy entry be?
Thanks
Alex

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SRG global (SRG) Capital raise

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Hi guys
Srg are doing a capital raise at $0.83 /share and they are currently are trading at $1.07. They are offering up to apply for $30000 worth
this likely to be oversubscribed and you will probably only get a small parcel of shares
From your experience of capital raises like this and i know its only a guess do you think there is any chance of getting anywhere near the maximum allocation
Thanks
Tony

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APA

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Thoughts on APA please? A positive initial reaction to results last week followed by a progressive decline to multi-year lows.

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GOLD

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There are conflicting views as to where the gold price goes from here. Given a weakening $USD and, as of last night, gold futures looking positive short term, is there any reason to think that the price is topping out at around $3,740?

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Crypto and AI investments

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Hi Guys,

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Dollar cost averaging

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G’day James and Team,
Apologies for late submitting but here we go.Below two quotes from Last week’s Q&A and Morning report 5 Sept
We believe FMG & MIN are “looking for a low” and if we hadn’t entered too early we would be looking to accumulate into the current weakness.We like FMG in the $16 area, although we caught the proverbial falling knife too soon
I am interested to understand if I understand the above quotes , that you would be interested to dollar cost avg down on the two stocks mentioned?
If you do your general advice on ‘ dollar cost averaging down’
Kind regards and I enjoy the podcasts and commentary in the emails.
Christof

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HLS/Spheria

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Hi MM,

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HLS – what caused the drop?

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Hi guys,
Quick question on Healius. I missed the trade alert (my fault – I love how you guys get the alerts to us quickly) for HLS and was wondering if the underlying premise to buy is still ok given Barrenjoey downgrading HLS.

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Banks – so strong!

by James Gerrish

Hi Team – love your honest and transparent appraisal of the market and your portfolios. Keep doing what you are doing. My question is around why the banks are so so strong. As you say, analysts have been bearish for a long time, is there anything further you can put your finger on. Thanks

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