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JHX
MM are trimming JHX in the Flagship Growth Portfolio, taking part profit around $38.00 targeting a 4% weighting
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SFR
MM are increasing SFR in the Flagship Growth Portfolio, allocating a further 1% around $5.50
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APA
MM are buying APA in the Active Income Portfolio, allocating 4% around $10.00
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Latest Reports

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Relevant suggested news and content from the site

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Overview
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
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ASX200 Index
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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ASX200 Index
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Webinar Recording | Will NVIDIA Ignite or End the AI Trade?
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Movers & Losers
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Monthly Update: Portfolio performance and positioning during October
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