Balanced Portfolio Rebalance – Entering the Trump Era
BUY 5% Intl Quality ETF (QUAL)
BUY 5% CSL (CSL)
ADD 2.5% Johns Lyng Grp (JLG)
Switch URNM ETF to Paladin
Balanced Update – Fortescue Metals Group (FMG) Q2 FY25
Fortescue Metals Group has released its December 2024 Quarterly Production Report on January 23, 2025, highlighting strong operational performance and record-breaking shipments. Here are the key points from the announcement:
Pre-Market Pulse 23rd January – Tech surges as Trump pours $500b into AI infrastructure
Stock surged to fresh record in the S&P500 led by a Netflix-led surge in tech as well as a rally in AI stocks after President Donald Trump unveiled a major $500 billion project to boost domestic AI development.
7 things to consider before investing
Dive into the world of ETFs and exchange rate risk, where the Aussie dollar dances with global currencies, creating opportunities and challenges for your portfolio.
Picks and Shovels: Major funding for AI Infrastructure to benefit resources
Donald Trump and three major tech leaders have announced a significant joint venture called Stargate to fund AI infrastructure in the United States.
This will drive demand for Copper and Uranium for years to come
Pre-Market Pulse 22nd January – MAG7 earnings start well as Netflix adds record subscribers
Stock markets gained Tuesday, as traders weighed expectations for President Donald Trump’s policies to accelerate economic growth and the threat of tariffs on Canada and Mexico as soon as Feb. 1.
Day 1 of the Trump-Musk era begins with major changes
Day 1 saw significant shifts in various areas of governance including immigration, trade & tariffs, AI investment and the reversal of many international agreements
Pre-Market Pulse 21st January – Futures Rally as Trump becomes 47th President
Investors welcomed Donald Trump’s second inauguration, anticipating a pro-business agenda, while remaining wary of his protectionist trade policies, particularly his stance on tariffs.
Trump inauguration: Pride, Pardons & Protectionism
Trump painted a stark picture of the country’s challenges while promising a “golden age of America”. He emphasized an “America First” agenda, vowing to restore national pride, revive the economy, implement strict immigration policies, achieve energy independence, and address cultural issues.
Structured Investments – IndexPro ASX 200
ASX200 Capital Protected Index Investment
Pre-Market Pulse 20th January – Stocks end higher into Trump Inauguration
US stocks ended a strong week on a high Friday, as bullish bets on stocks continued just days ahead of President-elect Donald Trump inauguration on Monday, which marks the transfer of presidential power.