High Conviction – Switch WIRE ETF to Silver ETF
SELL WIRE ETF
to ADD to Silver ETF
QUAL
High Conviction – TRIM CSL to BUY Sigma Healthcare SIG:ASX
TRIM CSL to BUY Sigma Healthcare SIG:ASXADD to GQG Partners GQG:ASX
High Conviction Global: TSLA & ISRG Earnings this week
TSLA & ISRG Earnings this week, both near buy range
High Conviction – ADD to GQG Partners GQG:ASX
High Conviction – Growth at a reasonable Yield
ADD to GQG Partners GQG:ASX
Agriculture Sector – SWITCH Graincorp GNC:ASX
SWITCH Graincorp GNC:ASX to Elders ELD:ASX or FOOD ETF FOOD:ASX
High Conviction Balanced/income – Graincorp GNC:ASX Earnings
Performance of the MPC Markets High Conviction Stock Picks for the last 6 months
MPC Markets High Conviction- Performance
Performance of the MPC Markets High Conviction Stock Picks for the last 6 months
High Conviction Stocks – Performance
Performance of the MPC Markets High Conviction Stock Picks for the last 6 months
Income/Balanced Watchlist – Switch Macquarie Group MQG:ASX to GQG Partners GQG:ASX
Income/Balanced Watchlist
Switch MQG to GQG
Portfolio Risk Reduction – Consider Trims
Consider TRIM:
Steadfast SDF:ASX
CSL CSL:ASX
Goodman Group GMG:ASX
Macquarie Group MQG:ASX
Quality ETF QUAL:ASX
FANG+ ETF FANG:ASX
RBA Rate Decision – Feb 2024
The Reserve Bank of Australia (RBA) has taken a significant step by lowering its cash rate from 4.35% to 4.10%—its first cut since 2020. This decision marks an important pivot in monetary policy, aimed at supporting economic recovery while keeping inflation in check.
Balanced Portfolio – Sell Challenger (CGF)
Following the earnings release, the stock experienced a sharp 7% sell-off at market open. This pronounced negative reaction indicates that investors are increasingly wary of the sustainability of the reported earnings growth amid evident headwinds.