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Alerts 10/03/2021 11:57

Trade Alerts – Tweaking a number of MM Portfolios

We are making some amendments across all MM Portfolio's today, inline with recent changes in the Macro backdrop as discussed in recent notes.

Alerts 23/02/2021 13:02

Emerging Companies Portfolio – Amendment

We're making some amendments to the Emerging Companies Portfolio after a solid run. Stay active in this market our mantra

Alerts 18/02/2021 15:25

Flagship Growth Portfolio – Amendment

We are tweaking the growth portfolio although remaining within the same 'food' sector

Alerts 09/02/2021 07:34

Flagship Growth Portfolio Alerts – OZL & S32

We're tweaking the Flagship Growth Portfolio transitioning from one commodity stock into another, we see better upside in our new purchase.

Alerts 03/02/2021 12:21

Growth Portfolio Alerts

We're tweaking the Flagship Growth Portfolio today making a relative performance call. While we like VOC and see it higher over time, we need to make room for VUK, which we think can have a more explosive move.

Alerts 01/02/2021 12:34

Growth Portfolio Buy Alert

This is a quality growth stock that has strong earnings momentum. More broadly, the market has now pulled back into our 6500 targeted range and we’re stepping up and increasing our weighting to the market. We view this as a moderate risk stock and our initial plan is to hold over the medium term.

Alerts 21/01/2021 12:24

Portfolio Alerts – SUL, SSM, CLW & SYD

We're tweaking the Income Portfolio to better reflect prevailing macro conditions, with interest rates rising we are reducing our exposure to long duration assets / bond proxies.