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: TRIM 2% (Take Profit +11%) Stanmore Resources (SMR)
Given the recent rally in Stanmore Resources Limited’s stock price, driven by the fire at Anglo American’s Grosvenor mine which significantly reduced global seaborne coking coal supply, we recommend taking profit on half of our position.
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.