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Balanced Portfolio Recommendation: Switch RMD & TLX to DRUG ETF
Switch RMD & TLX to DRUG ETF
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Balanced Portfolio Recommendation: Switch 2% ResMed (RMD) to Clinuvel Pharmaceuticals Ltd (CUV)
With the recent run in RMD we are looking to bank some profits here at $29 (+20%) while we see further upside in the stock, the risk that further developments in the GLP-1 space could derail this recent run. Particularly a study due from Eli Lily a maker of Zepbound in the next month.
We still prefer exposure in the healthcare space and are recommending a switch of our RMD allocation to Clinuvel (CUV) a skin disease treatment for sufferers of EPP. They are also in Phase 2 of a stroke treatment drug which is looking promising
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
Conservative Portfolio Recommendation: Switch – Sell Elders (ELD) buy Graincorp (GNC)
Value switch in the agricultural sector
Strategy Update: Switch 2% of Neuren Pharma (NEU) to Telix Phama(TLX)
Switching from Neuren Pharma (NEU) to Telix Pharma (TLX) in our balanced portfolio, capitalizing on Telix’s innovative cancer treatment advancements and market potential.
