Marcus Bogdan
Portfolio Changes - Reduce Brambles (BXB) & Add Spark NZ (SPK)
Blended Australian Equities Portfolio & Australian Equities Income Portfolio Change Reduce Brambles (BXB) Brambles delivered a...
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Marcus Bogdan
- Aug 17, 2021
- 2 min
Portfolio Changes - Increase Goodman Group (GMG) & Reduce Westpac (WBC)
Blended Australian Equities Portfolio Changes: We recently added to the existing Goodman Group (GMG) position in the portfolio. The...
Marcus Bogdan
- Aug 10, 2021
- 2 min
Portfolio Change - Initiation on Marley Spoon (MMM) | Reduce Healius (HLS)
Initiation on Marley Spoon (MMM) Marley Spoon (MMM) is a European based meal kit service provider founded in 2014. It sells and delivers...
Marcus Bogdan
- Jul 28, 2021
- 1 min
Portfolio Change - Reduce Macquarie Group (MQG)
Australian Equities Income Portfolio Change MQG’s operational performance throughout the COVID pandemic has been resilient with the Group...
Marcus Bogdan
- Jun 25, 2021
- 1 min
Portfolio Change - Demerger of EDV from WOW
Post Demerger WOW remains the largest supermarket across Australia and New Zealand with $53 billion of revenue and an even more robust...
Marcus Bogdan
- Jun 23, 2021
- 1 min
Portfolio Changes - Increased Amcor (AMC) | Sold Chorus (CNU)
Australian Equities Income Portfolio Change: Increased Amcor (AMC) We have added to our position in Amcor (AMC) a global packaging...
Marcus Bogdan
- May 31, 2021
- 2 min
Portfolio Changes - Increased Healius (HLS) & Santos (STO) | Reduced BHP Group (BHP)
Blended Australian Equities Portfolio Changes: Increased weighting in Healius (HLS) We are encouraged by evidence of an ongoing recovery...
Marcus Bogdan
- May 10, 2021
- 2 min
Portfolios Changes - Sold Coles| Reduced MQG |Increasing WOW & CSL
Blended Australian Equities Portfolio Changes: WOW’s supermarket business has consistently outperformed Coles, and notably its online...
Marcus Bogdan
- Apr 7, 2021
- 1 min
Selling TPG Telecom (TPG)
We have sold the TPG holding from the Blended portfolio, following the surprise resignation of its Chairman and 17.2% shareholder, David...
Marcus Bogdan
- Feb 13, 2021
- 1 min
Increasing CSL Limited (CSL)
Throughout FY21 CSL has meaningfully underperformed the ASX 200. The persistent weakness in CSL’s share price reflects the ongoing...
Marcus Bogdan
- Feb 13, 2021
- 1 min
Buying Amcor (AMC) & reducing Ampol (ALD)
Amcor is a global packaging company supplying a broad range of rigid and flexible packing products into the food, beverage, health care,...
Marcus Bogdan
- Jan 28, 2021
- 1 min
Portfolio Changes - Increased CSL (CSL), Medibank (MPL), Qube (QUB), TPG Telco (TPG) & Sold Chrous
Encouragingly, recent economic indicators reflect a V-shaped recovery in profits over the next 12 months. Global manufacturing PMIs have...
Marcus Bogdan
- Dec 4, 2020
- 1 min
Portfolio Changes - Increasing Northern Star Resources (NST)
Adjustments to the Blended Australian Equity Portfolio & Australian Equity Income Portfolio Increasing Northern Star Resources (NST) We...
Marcus Bogdan
- Nov 23, 2020
- 2 min
Reducing BHP, Comm Bank, News Corp & Selling Xero and ASX Ltd
Adjustments to the Blended Australian Equity Portfolio Reduced BHP Group (BHP), Commonwealth Bank (CBA) & News Corporation (NWS) -...
Marcus Bogdan
- Oct 1, 2020
- 2 min
Portfolio Changes - Buying Westpac Bank (WBC) and Reducing Chorus (CNU) & ASX Limited (ASX)
Adjustments to the Blended Australian Equity Portfolio Purchased Westpac Bank (WBC) We have initiated a position in Westpac, adding to...
Marcus Bogdan
- Sep 2, 2020
- 2 min
Selling Rio Tinto (RIO) & Buying Medibank Private (MBL)
Recent changes to the Blackmore Capital Australian Equity Portfolios Selling Rio Tinto Limited (RIO) “Rio Tinto has a long-standing...
Marcus Bogdan
- Aug 16, 2020
- 2 min
Buying Santos Ltd (STO)
Recent changes to the Blackmore Capital Australian Equity Portfolios - Buying Santos Ltd (STO) We have added Santos to the portfolios as...
Marcus Bogdan
- Jul 27, 2020
- 1 min
Reducing Brambles (BXB) & Increasing Commonwealth Bank (CBA)
Recent changes to the Blended Australian Equity Portfolio & Australian Equity Income Portfolio Reducing Brambles Limited (BXB) We have...
Marcus Bogdan
- Jul 20, 2020
- 2 min
Purchased TPG Telecom (TPG) and Sold Washington H Soul Pattinson & Co. (SOL)
Purchased TPG Telecom (TPG) and Sold Washington H Soul Pattinson & Co. (SOL) We have added TPG Telecom to the portfolios, funded by the...
Marcus Bogdan
- Jun 15, 2020
- 2 min
Purchased Chorus (CNU), Waypoint REIT (WPR) & Increased Spark NZ (SPK)
Recent changes to the Blended Australian Equity Portfolio Purchased Chorus Ltd (CNU) Chorus Ltd is New Zealand’s major wholesale...
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