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Balanced Portfolio

Balanced Portfolio

Balanced Portfolio Recommendation: Buy 3% Newmont Corp

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Newmont Corporation is an American gold mining company based in Greenwood Village, Colorado. It is the world’s largest gold mining corporation. Incorporated in 1921, it owns gold mines in Nevada, Colorado, Ontario, Quebec, Mexico, the Dominican Republic, Australia, Ghana, Argentina, Peru, and Suriname. In addition to gold, Newmont mines copper, silver, zinc and lead.
The Newmont Corporation bought ASX listed Newcrest mining back in November 2023
Newmont has approximately 31,600 employees and contractors worldwide, and is the only gold company in the Standard & Poor’s 500 stock market index.

Balanced Portfolio

Balanced Portfolio Recommendation: Switch 2% Worley Limited (WOR) to Maas Group Holdings Ltd (MGH)

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Our portfolio has seen considerable returns from Worley Limited (WOR), with a notable performance of approximately 10%, alongside the recent dividend payment. This success prompts a strategic evaluation of our current positions to optimize for future growth and returns. In line with this strategy, we propose reallocating our investment from WOR to Maas Group Holdings Limited (MGH).

Balanced Portfolio

Balanced Portfolio Recommendation: Sell Take Profit – Resmed (RMD)

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Sell Take Profit – Resmed (RMD). RMD is a global company digital health and cloud-connected medical devices. The Company design innovative solutions to treat and keep people out of the hospital, empowering them to live healthier, higher-quality lives. Also, its digital health technologies and cloud-connected medical devices transform care for people with sleep apnea, chronic obstructive pulmonary disease, or COPD, and other chronic diseases

Balanced Portfolio

Balanced Portfolio Recommendation: Buy Worley Limited (WOR)

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Adding WOR to Balanced Portfolio with a 2% allocation. WOR is a global company headquartered in Australia is a global provider of professional project and asset services in the energy, chemicals and resources sectors. As a knowledge-based service provider, they use their knowledge and capabilities to support the customers to reduce their emissions and move towards a low carbon future.

Balanced Portfolio

Balanced Portfolio Recommendation: Buy – Arcadium Lithium Plc (LTM)

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Incorporating a 3% allocation to Arcadium Lithium (LTM) within our balanced portfolio represents a prudent investment strategy, given the stock’s attractive valuation relative to its sector peers. This investment opportunity is underscored by LTM’s competitive market positioning and the current undervaluation, suggesting a favorable entry point. Additionally, the stabilization of lithium prices, alongside emerging signs of recovery in the commodity market, indicates a positive outlook for lithium demand. This is particularly relevant in light of the growing electric vehicle and renewable energy markets.

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