Growth Watchlist Update – Telix Pharma TLX:ASX
JP Morgan Healthcare conference
Balanced Portfolio
Balanced Portfolio Rebalance – Take Profit TLX (+34%) switch to Clarity (CU6)
Balanced Portfolio Switch – Take Profits TLX switch to CU6
Balanced Portfolio – Take Profit S&P 500 Equal Weight ETF (QUS) & WiseTech (WTC) Broader market Risk reduction
The updated FOMC outlook reinforces a risk-off sentiment, signaling a period of economic uncertainty with heightened volatility in growth and inflation trajectories. In this environment
Growth Watchlist Update – Wisetech WTC:ASX
Wisetech Global Annual Investor Day WTC:ASX
Balanced & Growth Watchlist Update – Wisetech Global WTC:ASX
Wisetech Global WTC:ASX AGM Update
Balanced Portfolio – Elders Limited ELD:ASX
Elders Limited ELD:ASX Earnings Update
Balanced & Income Recommendation – Graincorp GNC:ASX Earnings Update
Graincorp GNC:ASX Earnings Update
Balanced & Growth Recommendation – JLG AGM Update
Johns Lyng Group JLG:ASX AGM Trading Update
Balanced Portfolio – ADD to Graincorp GNC:ASX
With Graincorp earnings this Thursday, we expect a near record crop volumes due to favourable conditions on the eastern seaboard
Gold Miners – Re-Buy Newmont Corp NEM:ASX
Our relative value in the gold miners sector is continuing to play out well with a 50% return in 28 weeks
During this time, the Gold Miners ETF has only added 22% (28% outperformance)
