• Changes to Portfolio.
• Starting the Special Situations
• What to do with the banks?
• What is the Carry Trade
• The Experts talk risks this year
• Meerkats to the rescue.
TRADING SUMMARY Not adding any Ideas trades while the market has a wobble. Selling MQG…
The markets are not starting the year well – Bond yields are rising, Equities are peaking. We’re taking some profits.
ASX 200 falls another 22 points today to 7393 (-0.3%) to a four-week low as…
US markets closed overnight for Martin Luther King Jnr Day, normal trade will resume tomorrow.…
Uranium stocks smashing it. PEN target price.
Takedown Tuesday. Retail is one of the targets.
The Special Situation Portfolio
How to save $1000 a week!
The Ideas Portfolio and One Stock Portfolios have been combined into one umbrella section named…
We’re back. Each Portfolio gets its own section. A look at the Post-It Notes for this year. Pretty comfortable with the market as we start 2024. Growth Portfolio kicking some goals in the break – JBH and PDN. Income Portfolio restructure pending – less stocks, more income.
ASX 200 dropped 82 points to 7415 (-1.1%) in a perfect storm as major stocks all saw sellers appear.
SUMMARY
• PEN added Friday.
• Uranium in focus. BHP is the third largest Uranium producer.
• The Bold Predictions.
• US Check Ins
• On The Call today.