Portfolio Amendments – Growth & Income Portfolio
MM is adding a new position to the Income & Growth Portfolios
A weaker USD and a drop in local bond yields helped push the ASX to a 3-week high, crossing back above 7300 for the first time this financial year. Aussie 2-year bond yields fell back below 4% today for the first time in more than a month, supporting the risk-on attitude. Similar to the US market, tech was a standout today and led the sector performance for the week.
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