ETF Elite Update – Sell 7.5% GEAR & Sell 5% QUAL
Navigating Market Volatility: Insights from the Investment Committee
Holdings Change
Global Alpha – TRIM Spotify SPOT:NYSE take +20% profit
Spotify SPOT:NYSE Trim take profit +20%
Raise profit target to >$790
MPC Investment Committee – May 2025
After a chaotic April, what next for markets?
Relief Rally Index play – Take 20% Profit LNAS (2.5x NASDAQ)
Relief Rally Index play – Take 20% Profit LNAS (2.5x NASDAQ)
Global Alpha – BUY Spotify
Despite today’s pullback, Spotify’s financial transformation remains impressive:
Relief Rally Index play – BUY NASDAQ & ASIA Tech
Relief Rally Index play – BUY NASDAQ & ASIA Tech
High Conviction Growth – Telix Pharma Update
Telix Pharmaceuticals Q1 2025 Results and Business Update – Summary
Mining Watchlist: Trim Newmont NEM to BUY Global Defence ETF DFND
We are taking 32% profit in Newmont, but would like to maintain our geopolitical exposure by buying Van Eck Global Defence ETF
Watchlist Buying: GMG, MQG, IXJ
End of Phase 2 – Dollar cost averaging in high quality names
Portfolio “Shopping list”
in periods like the last week, having a plan will yield us a better result in the long term
Balanced & Income Watchlist: SELL Woolworths
SELL Woolworths WOW:ASX
Defensive positioning has done its job with a small win in a horrible market
ETF Elite Update – Sell 5% GPEQ
Navigating Market Volatility: Insights from the Investment Committee