We are making some changes across four of the Portfolios.
Flagship Growth: Cutting VUK & adding to MQG & TPG
Income: Cutting IGL & buying a Government Bond
Emerging Companies: Cutting WSP & buying LYC
International EquitiesL Cutting AMZN US & buying TSCO LN
We are making some changes to Emerging Companies Portfolio, selling Ive Group (IGL), buying Select Harvests (SHV) & Paladin (PDN), and adding to Pinnacle Investments (PNI) and Bapcor (BAP)
We are adding to our existing position in Virgin Money (VUK) into recent weakness. We view the stock as oversold, offering value sub $3. Adding 2% will take it to a 6% portfolio weighting.
We are making some changes to Emerging Companies Portfolio, selling Ive Group (IGL), buying Select Harvests (SHV) & Paladin (PDN), and adding to Pinnacle Investments (PNI) and Bapcor (BAP)
We are adding to our existing position in Virgin Money (VUK) into recent weakness. We view the stock as oversold, offering value sub $3. Adding 2% will take it to a 6% portfolio weighting.
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