Balanced Portfolio – Elders Limited ELD:ASX
Elders Limited ELD:ASX Earnings Update
Balanced Portfolio
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)
Balanced Portfolio Rebalance – Sell WDS, Trim TLX & BUY Wisetech WTC
Balanced Portfolio Rebalance – Sell WDS, Trim TLX & BUY Wisetech WTC
Balanced Portfolio Switch: Consumer Staples
Sell Ampol (ALD) to BUY Woolworths (WOW)
Balanced Portfolio Switch: Take Profit NST & Silver to Precious Metals Basket
Take Profit NST & Silver to Precious Metals Basket (ETPMPM)
The recent run in gold and silver prices are currently up the most YTD in decades.
Platinum and Palladium have lagged and should help this ETF higher
Balanced Portfolio – Telix (TLX) update
Overall, the Q3 2024 update suggests that Telix is maintaining or improving upon its strong H1 2024 performance.
Balanced Portfolio Recommendation: Trim 1/3 (take profit) Northern Star (NST)
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Balanced Portfolio Recommendation Buy Graincorp (GNC) & Elders (ELD)
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