Global Alpha – Spotify SPOT:NYSE – Sell (Take Profit)
Spotify SPOT:NYSE – Sell (Take Profit)
Take profit
Global Alpha Tencent Music TME:NYSE – Sell (Take Profit)
Sell (Take Profit) – Tencent Music TME:NYSE
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: 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: Take profit Graincorp (GNC)
The trade in Graincorp has worked in our favor and has now hit the highs of the technical. We are going to take profit on the trade.
Balanced Portfolio Recommendation: Sell 3% Incitec Pivot Ltd (IPL)
Sell 3% of Incitec Pivot Limited (ASX: IPL). The ongoing divestment of its Fertilisers business introduces significant complexity and uncertainty, impacting financial stability.
Balanced Portfolio Recommendation: Take Profit – 1/2 of Paladin Energy (PDN)
This action secures a solid 25% profit on half of our investment, aligning with our initial risk management and profit-taking strategy. By locking in gains, we protect our portfolio against unforeseen market volatilities while capitalizing on our successful positioning.
Balanced Portfolio Recommendations: SELL Take Profit – Treasury Wine Estate (TWE)
Treasury Wine Estates will lift prices of its top-tier Penfolds products as export demand rises and as Beijing lifts restrictions on wine from Australia.
Balanced Portfolio Recommendation: Sell Take Profit – Resmed (RMD)
Sell Take Profit – Resmed (RMD). RMD is a global company digital health and cloud-connected medical devices. The Company design innovative solutions to treat and keep people out of the hospital, empowering them to live healthier, higher-quality lives. Also, its digital health technologies and cloud-connected medical devices transform care for people with sleep apnea, chronic obstructive pulmonary disease, or COPD, and other chronic diseases
Balanced Portfolio Recommendations: SELL Take Profit Half of Position – Treasury Wine Estate (TWE)
TWE has done very well over the last month and reporting was as expected. We are trimming half the position to lock in profits and looking to get back in if the stock falls.
Balanced Portfolio Recommendations: SELL Take Profit Telix Pharma(TLX)
Take Profit Telix Pharma (TLX) in our balanced portfolio, we will take half our allocation for a 15.8% profit as we see the overall market underperforming in the next couple of weeks.