High Conviction – Switch WIRE ETF to Silver ETF
SELL WIRE ETF
to ADD to Silver ETF
trim
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
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.
Balanced Portfolio – Physical Silver (ETPMAG) Trim, Take Profit (+23%)
The recent run in Silver and the “store of value” trade is at odds with the interest rate outlook and we will likely see a pullback as geopolitical tensions ease