Balanced Portfolio Recommendation: SELL take profit Yancoal (YAL)
You are unauthorized to view this page. Username Password Remember Me Forgot Password
Balanced Portfolio
Alpha Portfolio Recommendation: Relative Value Play – Trim GEAR & BBUS
We initially recommended a high allocation of this relative value trade, which is no longer appropriate given the recent strength in Tech stocks in the US
Balanced Portfolio Recommendations: Take Profit CSL Limited (CSL)
CSL has reached the upper end of its trading range. In line with our commitment to optimizing returns and managing risks effectively, we are taking profit on the remaining 2% of our CSL position.
Strategy Update: Mineral Resources Ltd (MIN)
We have seen Mineral Resources share price drop over the past month due to decreasing Spodumene Concentrate prices in China. Despite this drop we believe at current prices, this presents a good opportunity.
Balanced Portfolio Update: Yancoal (YAL) Quarterly update
Yancoal has delivered their quarterly update overnight. This has seen the price rally to $5.75 (+19%)
Balanced Portfolio Recommendations: Reduce Pilbara Minerals (PLS)
Pilbara is one of our favourites and has been a big winner for us over the last 3 years. Despite this the headwinds have become too great in the medium term with lithium prices falling 78% in the last 12 months.
Balanced & Conservative Portfolio Portfolio Recommendations: Add 2.5% Ebos Group Ltd (EBO) & Add 2.5% Betashare Global Healthcare ETF (DRUG)
Amid economic uncertainties, healthcare remains resilient, benefiting from consistent needs and innovation. This strategic move offers stability and growth potential in a fluctuating market.
Balanced Portfolio Recommendations: Take Profit Telix Pharma(TLX)
Take Profit Telix Pharma (TLX) in our balanced portfolio, we will take half our allocation for a 15.8% profit as we see the overall market underperforming in the next couple of weeks.
Balanced Portfolio Recommendation: Switch PDN to URNM
With our Paladin holding a solid 20% in the money, we are recommending a 40% trim to the company specific play and switch to the broader and safer URNM ETF holding to remain involved in the Uranium/Nuclear power thematic.
Balanced Portfolio Recommendations: Buy New Hope Corp (NHC)
Metallurgical and thermal coal producer New Hope is positioned well for long-term organic growth with strong relationships with existing international trading partners like Japan and the slow pace of the “green transition”
Alpha Portfolio Recommendation: Relative Value Play – BUY GEAR & BBUS
with the ASX200 underperforming the S&P 500 by the most in 18 months we are recommending a BUY of the leveraged long ASX200 and a short in the S&P500
Balanced Portfolio Recommendation: Switch STO to YAL
Despite the geopolitical pressure, the Timor approval and WDS merger talk, STO has struggled to fund a bid. Conversely, the recent coal import numbers from China showed a 35% increase in coal imports