Growth Watchlist – Initiating coverage Steadfast SDF:ASX
Growth Watchlist – Initiating coverage Steadfast SDF:ASX
TLX
Growth Watchlist – Earnings Update Telix Phama TLX:ASX
Earnings Update Telix Phama TLX:ASX
Balanced Portfolio Rebalance – Take Profit TLX (+34%) switch to Clarity (CU6)
Balanced Portfolio Switch – Take Profits TLX switch to CU6
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 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 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.