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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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RHC
MM are buying RHC in the Flagship Growth Portfolio, allocating 4% around $71.50
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RMD
MM are trimming RMD in the Flagship Growth Portfolio, for around breakeven above $34
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APA
MM are selling APA in the Active Income Portfolio, taking profit around $12.00
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JD US
MM are selling JD US in the International Equities Portfolio, taking a loss around $57
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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. 

more
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