Balanced Portfolio – SELL QBE (price target hit)
QBE Price Target Hit +16%
Balanced Portfolio
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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Balanced Portfolio Recommendation: Switch 5% Allocation BBUS to QUS
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Balanced Portfolio Recommendation: BUY 7.5% Telix Pharma
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Balanced Portfolio Recommendation: Sell (stop-loss) Nufarm (NUF)
We recommend reallocating 2% of our portfolio from Elders (ELD) to Nufarm (GNC). This decision is based on the realization of a 9.2% profit in Elders and the assessment that Nufarm is currently undervalued, as supported by its recent earnings report and market conditions.
Balanced Portfolio: Results from CGF (FY2024)
Overall, Challenger’s financial results for FY2024 appear to have exceeded market expectations, particularly in terms of profitability and EPS growth, despite slightly lower total Life sales. The company’s performance has been recognized by an increased dividend and a positive outlook from most analysts.