Balanced Portfolio Recommendation: Trim Take Profit – CSL Ltd (CSL)
CSL continues to rally @ $281. Original position was 8% allocation. Today trim another 2% to take down to 4% allocation.
trim
Balanced Portfolio Recommendation: Trim Short Nasdaq (SNAS)
The Nasdaq hedge is unlikely to work over the short-term as the thesis of the rate hiking cycle being finished, combined with the 70% occurrence of a “Christmas Rally”
Alpha Portfolio Recommendation: Update – Invictus Energy (IVZ)
Invictus Energy Ltd (IVZ) is an independent upstream oil and gas company. The company is opening rift basins in onshore Africa – the Cabora Bassa Basin – in northern Zimbabwe through an impact exploration program.
Balanced Portfolio Recommendation: Trim Take Profit – CSL Ltd (CSL)
The CSL position that we put on initially is now 10% in the money. We are looking to trim 2% or 1/4 of our position to take a profit.
Balanced Portfolio Recommendation: Trim – Yancoal Australia Ltd (YAL)
A recent rally in the underlying coal price and broker upgrades for Stanmore have seen consensus price targets shift to around $4, We are generally bullish the energy sector and see SMR as a short term buy with a 10% trailing stop