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Emerging Companies Portfolio – Amendments

We are making several changes to the Emerging Companies Portfolio today, repositioning towards stocks we believe offer a better mix of quality and leverage to the themes we remain confident in.
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MM are selling HCA US in the International Equities Portfolio, taking a profit around $US388.00
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MM are selling SNOW US in the International Equities Portfolio, taking a loss around $US112.00
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MM are buying GOOGL US in the International Equities Portfolio, allocating 5% around $152.15
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MM are adding to CCJ US in the International Equities Portfolio, targeting a 5% weighting around US$40.00
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MM are adding to CMG US in the International Equities Portfolio, targeting a 5% weighting around US$56.00
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MM are adding to MSFT US in the International Equities Portfolio, targeting a 5% weighting around US$423.00
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MM are adding to ZG US in the International Equities Portfolio, targeting a 5% weighting around US$54.00
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Alerts

Emerging Companies Portfolio – Amendments

We are making several changes to the Emerging Companies Portfolio today, repositioning towards stocks we believe offer a better mix of quality and leverage to the themes we remain confident in.

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