Balanced Portfolio

Relief Rally Index play – Take 20% Profit LNAS (2.5x NASDAQ)

Despite today’s pullback, Spotify’s financial transformation remains impressive:

Relief Rally Index play – BUY NASDAQ & ASIA Tech

Telix Pharmaceuticals Q1 2025 Results and Business Update – Summary

We are taking 32% profit in Newmont, but would like to maintain our geopolitical exposure by buying Van Eck Global Defence ETF

End of Phase 2 – Dollar cost averaging in high quality names

in periods like the last week, having a plan will yield us a better result in the long term

SELL Woolworths WOW:ASX
Defensive positioning has done its job with a small win in a horrible market

Add to CSL

Switch ETPMPM to Gold Miners