Relief Rally Index play – BUY NASDAQ & ASIA Tech
Relief Rally Index play – BUY NASDAQ & ASIA Tech
Balanced Portfolio
High Conviction Growth – Telix Pharma Update
Telix Pharmaceuticals Q1 2025 Results and Business Update – Summary
Mining Watchlist: Trim Newmont NEM to BUY Global Defence ETF DFND
We are taking 32% profit in Newmont, but would like to maintain our geopolitical exposure by buying Van Eck Global Defence ETF
Watchlist Buying: GMG, MQG, IXJ
End of Phase 2 – Dollar cost averaging in high quality names
Portfolio “Shopping list”
in periods like the last week, having a plan will yield us a better result in the long term
Balanced & Income Watchlist: SELL Woolworths
SELL Woolworths WOW:ASX
Defensive positioning has done its job with a small win in a horrible market
Precious Metals Switch – Sell ETPMPM to Buy Gold Miners
Switch ETPMPM to Gold Miners
MPC Investment Committee – April 2025
Navigating Market Volatility: Insights from the Investment Committee
Global Watchlist – BUY ZONE TLX & WOR
both Worley and Telix have delivered outstanding earnings and we have raised the buy zones accordingly
Global Watchlist – Earnings Update Nvidia (NVDA:NASDAQ)
Q4 FY2025 Earnings Update
NVIDIA has delivered another stellar quarter, solidifying its position as the leader in AI and high-performance computing. The company reported record-breaking Q4 FY2025 results, significantly surpassing market expectations and demonstrating the continued strong demand for its AI-focused products.
Growth Watchlist – Earnings Update Worley (WOR)
Worley Limited (WOR) is a global ASX listed company, headquartered in Australia. It is a professional services company of energy, chemicals and resources experts helping its customers shift their operations towards a more sustainable future