Global Alpha – Spotify SPOT:NYSE – Sell (Take Profit)
Spotify SPOT:NYSE – Sell (Take Profit)
Sell
Global Alpha Tencent Music TME:NYSE – Sell (Take Profit)
Sell (Take Profit) – Tencent Music TME:NYSE
Global Alpha DoorDash DASH:NASDAQ – SELL take 20% profit
Global Alpha DoorDash DASH:NASDAQ – SELL take 20% profit
Global Alpha Disney DIS:NYSE – SELL take 13% profit
Global Alpha Disney DIS:NYSE – SELL take 13% profit
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
Balanced Portfolio Recommendation: Take Profit 4% Woolworth Group Ltd (WOW)
We advise selling 4% of our portfolio allocation in Woolworths Group Ltd (WOW). The stock has provided an 11% profit, rising from our entry at $30.8 to an exit at $34.2. Given the recent challenges faced by the company, including operational issues and potential management changes, there is uncertainty surrounding the upcoming earnings release. These factors could lead to a revaluation of the stock, making it a prudent time to lock in profits and reduce exposure.
Balanced Portfolio Recommendation: S&P500 Short ETF (Hedge)
Poor economic data out of the US has started to pile up along with soured sentiment on the Mega-Cap stocks and the AI thematic. We are recommending a 5% allocation to a portfolio protection tool or “short hedge” to buffer the damage from any downside move
Balanced Portfolio Recommendation: Switch 5% Newmont Corporation (NEM) to Northern Star (NST)
Northern Star Resources, one of the largest gold producers, operates major mines in Australia and Alaska. Despite its solid operations and strong cash generation, NSR is currently undervalued compared to its peers. This undervaluation, coupled with its ongoing growth plans, makes it an attractive investment.
Balanced Portfolio Recommendation: Take Profit 4% Elders Limited (ELD)
We are taking profit on Elders Limited (ELD) by selling our entire 4% allocation. Purchased at $7.60 and now selling at around $9.15, we realize a 20.3% capital gain. Additionally, we received a $0.18 dividend per share, which provides a 2.36% yield. In total, this equates to a 22.66% profit on our investment.
Balanced Portfolio Recommendation: Lithium Reduction
the combination of oversupply, moderated demand growth, geopolitical instability, and environmental challenges has contributed to the downward trend in lithium stocks.