Insights

Australian Equities Income Portfolio Change MQG’s operational performance throughout the COVID pandemic has been resilient with the Group...

Post Demerger WOW remains the largest supermarket across Australia and New Zealand with $53 billion of revenue and an even more robust...

Blended Australian Equities Portfolio Changes: WOW’s supermarket business has consistently outperformed Coles, and notably its online...

We have sold the TPG holding from the Blended portfolio, following the surprise resignation of its Chairman and 17.2% shareholder, David...

Throughout FY21 CSL has meaningfully underperformed the ASX 200. The persistent weakness in CSL’s share price reflects the ongoing...

Amcor is a global packaging company supplying a broad range of rigid and flexible packing products into the food, beverage, health care,...

Encouragingly, recent economic indicators reflect a V-shaped recovery in profits over the next 12 months. Global manufacturing PMIs have...

Adjustments to the Blended Australian Equity Portfolio & Australian Equity Income Portfolio Increasing Northern Star Resources (NST) We...

Adjustments to the Blended Australian Equity Portfolio Reduced BHP Group (BHP), Commonwealth Bank (CBA) & News Corporation (NWS) -...

Adjustments to the Blended Australian Equity Portfolio Purchased Westpac Bank (WBC) We have initiated a position in Westpac, adding to...

Recent changes to the Blackmore Capital Australian Equity Portfolios Selling Rio Tinto Limited (RIO) “Rio Tinto has a long-standing...

Recent changes to the Blackmore Capital Australian Equity Portfolios - Buying Santos Ltd (STO) We have added Santos to the portfolios as...

Recent changes to the Blended Australian Equity Portfolio & Australian Equity Income Portfolio Reducing Brambles Limited (BXB) We have...

Purchased TPG Telecom (TPG) and Sold Washington H Soul Pattinson & Co. (SOL) We have added TPG Telecom to the portfolios, funded by the...

Recent changes to the Blended Australian Equity Portfolio Purchased Chorus Ltd (CNU) Chorus Ltd is New Zealand’s major wholesale...

Recent changes to the Blended & Income Portfolios Purchased Goodman Group (GMG) We have added GMG to the portfolios, following its 3Q...

Recent changes to the Blended & Income Portfolios Purchased Rio Tinto (RIO) We have added Rio Tinto Ltd (RIO) to the portfolios as a...

Recent changes to the Australian Equity Income Portfolio Purchased Chrous Limited (CNU) Chorus Ltd is New Zealand’s major wholesale...

Recent changes to the Blackmore Capital Australian Equity Portfolios With the unprecedented dislocation of economic activity, the...

Recent changes to the Blackmore Capital Blended Australian Equity Portfolio With equity market valuations trading at significant premiums...