Hi @mickeebee
There are some interesting portfolio changes. They are:
1. Amadeus IT has been sold off and Safran's % in portfolio has been reduced - these were Douglass' last picks
2. Portfolio has increased weighting to tech sector and some have been rebalanced downward - MSFT has been reduced by 1.3%, which may been at the wrong time based on recent earnings uplift.
3. Other Portfolio weighting adjustments Apple up +1%, ASML +0.5%, United Health +1.3% (has similar historical performance to leading tech stocks historically), Intuit +0.5%, SAP +0.8% and GOOG +1%.
Here is the performance in week one:
- Forums
- ASX - By Stock
- MFG
- Ann: Funds Under Management - April 2023
Ann: Funds Under Management - April 2023, page-26
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Last
$9.02 |
Change
-0.200(2.17%) |
Mkt cap ! $1.627B |
Open | High | Low | Value | Volume |
$9.20 | $9.22 | $8.97 | $5.042M | 556.2K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 2043 | $9.01 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$9.07 | 5280 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 16 | 9.500 |
1 | 1098 | 9.100 |
1 | 2 | 9.070 |
1 | 12 | 9.030 |
4 | 372 | 9.020 |
Price($) | Vol. | No. |
---|---|---|
8.830 | 10 | 1 |
9.020 | 491 | 2 |
9.180 | 60 | 1 |
9.200 | 697 | 1 |
9.230 | 2000 | 1 |
Last trade - 16.10pm 05/09/2024 (20 minute delay) ? |
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