A.I. 2.0 – Where to Invest in the Second Wave of AI
Kai Chen and Mark Gardner talk about the next phase of AI investment
Balanced Portfolio
Growth Watchlist update – Telix Pharma TLX:ASX
Business update for Telix pharma TLX:ASX
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:
Balanced Update – Liontown Resources (LTR) Production Update
Liontown Resources has released its December Quarter 2024 production report, highlighting strong performance at its Kathleen Valley Operation.
Balanced Update – BHP Group Limited (BHP)
BHP delivered a strong operational performance in the second quarter of FY2025 (Q2 FY25),
Balanced Portfolio Rebalance – Take Profit TLX (+34%) switch to Clarity (CU6)
Balanced Portfolio Switch – Take Profits TLX switch to CU6
Balanced Portfolio – Take Profit S&P 500 Equal Weight ETF (QUS) & WiseTech (WTC) Broader market Risk reduction
The updated FOMC outlook reinforces a risk-off sentiment, signaling a period of economic uncertainty with heightened volatility in growth and inflation trajectories. In this environment
Growth Watchlist Update – Wisetech WTC:ASX
Wisetech Global Annual Investor Day WTC:ASX
Balanced & Growth Watchlist Update – Wisetech Global WTC:ASX
Wisetech Global WTC:ASX AGM Update