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Alerts

Trade Alerts: Emerging Companies, International Equities & ETF Portfolios

We are making some amendments in the Emerging Companies, International Equities & ETF Portfolios. Please note, SMS alerts are only sent for changes in the Flagship Growth Portfolio. In that portfolio we are looking for further weakness to buy Oz Minerals (OZL) & Santos (STO), hopefully that plays out next week.
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Alerts

Trade Alerts

We are tweaking the Flagship Growth, Active Income & the International Equities Portfolio's today
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Alerts

Trade Alerts

We are making some amendments across most portfolios as foreshadowed in this mornings note.
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Alerts

Trade Alerts

MM is making some amendments to our Income, Emerging Companies & International Equities Portfolio's. NB: SMS alerts are reserved for changes to our Flagship Growth Portfolio
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SRG
MM are buying SRG in the Emerging Companies Portfolio, allocating 5% around 56c
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CRN
MM are adding to CRN in the Emerging Companies Portfolio, taking the position to 6% around 90c
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PDN
MM are adding to PDN in the Emerging Companies Portfolio, allocating a further 3% taking it to 6% around 45c
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MM are buying JD US in the International Equities Portfolio, allocating 5% around $US76.86
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MM are adding to BBUS (+5%) & buying the ASIA ETF (+5%) as part of a pairs trade in the Macro ETF Portfolio
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Latest Reports

Alerts

Trade Alert – International

We are tweaking the international equities portfolio, selling a mining stock and buying a global payments company.

Alerts

Bonus Episode: Direct From The Desk – A deep dive into investment platform HUB24 (HUB)

Join Portfolio Manager James Gerrish & Analyst Michael Clark as they take a deep dive into Uranium Company Paladin (PDN) in the final episode of this series doing a deep dive into 6 stocks MM likes. We start by looking at Uranium more broadly, the difficult past and optimistic future for a commodity that will be important in a decarbonized world.

Alerts

Episode 6/6: Direct From The Desk – A deep dive into Uranium miner Paladin Energy (PDN)

Join Portfolio Manager James Gerrish & Analyst Michael Clark as they take a deep dive into Uranium Company Paladin (PDN) in the final episode of this series doing a deep dive into 6 stocks MM likes. We start by looking at Uranium more broadly, the difficult past and optimistic future for a commodity that will be important in a decarbonized world.

Alerts

Trade Alerts

We are tweaking the Flagship Growth, Active Income & the International Equities Portfolio's today

Alerts

Trade Alerts

We are making some amendments across most portfolios as foreshadowed in this mornings note.

Alerts

Trade Alerts

MM is making some amendments to our Income, Emerging Companies & International Equities Portfolio's. NB: SMS alerts are reserved for changes to our Flagship Growth Portfolio

more
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