Gold Miners – Re-Buy Newmont Corp NEM:ASX
Our relative value in the gold miners sector is continuing to play out well with a 50% return in 28 weeks
During this time, the Gold Miners ETF has only added 22% (28% outperformance)
Balanced Portfolio
Balanced Portfolio Rebalance – Sell WDS, Trim TLX & BUY Wisetech WTC
Balanced Portfolio Rebalance – Sell WDS, Trim TLX & BUY Wisetech WTC
Balanced Portfolio Switch: Consumer Staples
Sell Ampol (ALD) to BUY Woolworths (WOW)
Balanced Portfolio Switch: Take Profit NST & Silver to Precious Metals Basket
Take Profit NST & Silver to Precious Metals Basket (ETPMPM)
The recent run in gold and silver prices are currently up the most YTD in decades.
Platinum and Palladium have lagged and should help this ETF higher
Balanced Portfolio – Telix (TLX) update
Overall, the Q3 2024 update suggests that Telix is maintaining or improving upon its strong H1 2024 performance.
Balanced Portfolio Recommendation: Trim 1/3 (take profit) Northern Star (NST)
You are unauthorized to view this page. Username Password Remember Me Forgot Password
Balanced Portfolio Recommendation Buy Graincorp (GNC) & Elders (ELD)
You are unauthorized to view this page.
Balanced Portfolio Recommendation: Switch 5% Allocation BBUS to QUS
You are unauthorized to view this page.
Balanced Portfolio Recommendation: BUY 7.5% Telix Pharma
You are unauthorized to view this page.
Balanced Portfolio Recommendation: Sell (stop-loss) Nufarm (NUF)
We recommend reallocating 2% of our portfolio from Elders (ELD) to Nufarm (GNC). This decision is based on the realization of a 9.2% profit in Elders and the assessment that Nufarm is currently undervalued, as supported by its recent earnings report and market conditions.