
Balanced Portfolio Recommendation: SELL take profit Yancoal (YAL)
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XJO flat as rally pauses. Financials weaker as Miners rise. NAN down 34% on earnings miss
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
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.
Uranium stocks have started to pull back from the most recent run up. Looking for good areas of support to buy PDN as longer term supply deficit in Uranium is still in play
The S&P 500 closed at a new all-time high for the third-straight session Tuesday as bullish bets on tech continued to power stocks.
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