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Alerts

Trade Alerts – Various Portfolios

We are making the following charges to portfolios:  Flagship Growth: Trimming ALL, MQG & GMG Emerging Companies: Trimming AD8, CXL, Selling NTO & adding to PDN & buying PLS International Equities: Trimming MSFT US & buying SNOW US
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Alerts

Trade Alerts

We are making a large number of changes across the domestic portfolios today, with a further alert to come for our international holdings later in the day. 
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Alerts

Trade Alerts – Various Portfolios

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
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XRO
MM are trimming XRO in the Flagship Growth Portfolio, taking part profit around $100
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NDQ
MM are selling BetaShares NASDAQ 100 ETF (NDQ) in the Global Macro ETF Portfolio, taking a loss around $28.83
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MM are buying BetaShares Global Healthcare ETF (DRUG) in the Global Macro ETF Portfolio, allocating 10% around $7.69
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Latest Reports

Alerts

Trade Alert – Income Portfolio

The Crown Hybrid (CWNHB) has been redeemed at $102.75 and we using those funds to buy Centuria (CNI) as detailed below.  

Alerts

Trade Alerts – Various Portfolios

We are making the following charges to portfolios:  Flagship Growth: Trimming ALL, MQG & GMG Emerging Companies: Trimming AD8, CXL, Selling NTO & adding to PDN & buying PLS International Equities: Trimming MSFT US & buying SNOW US

Alerts

Trade Alerts

We are making a large number of changes across the domestic portfolios today, with a further alert to come for our international holdings later in the day. 

Alerts

Trade Alerts – Various Portfolios

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

more
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