Actively managed portfolio journey

[BossMan.]

More ramblings;

AUDUSD pull back today will be shortlived, I dont believe we will see real AUD destruction until Trump takes office (how much of what he says is empty words?). Hence I am still bullish on the AUD in the very short term.

Looking to rotate out of AUDUSD in the next 2 weeks and will rotate it into a core holding of ASX:WIRE

Following this a subsequent 10% allocation will be loaded into the equal weighted SP500 (I believe we will see the rise of the S&P493)

Onwards and upwards

 

[divs4ever]

More ramblings;

AUDUSD pull back today will be shortlived, I dont believe we will see real AUD destruction until Trump takes office (how much of what he says is empty words?). Hence I am still bullish on the AUD in the very short term.

Looking to rotate out of AUDUSD in the next 2 weeks and will rotate it into a core holding of ASX:WIRE

Following this a subsequent 10% allocation will be loaded into the equal weighted SP500 (I believe we will see the rise of the S&P493)

Onwards and upwards

empty words , or building a position before starting negotiations , at least Xi hasn't openly ( to his face ) told Trump all he speaks are deceptions ( like he did to Biden )

now the AUD is liable to be collateral damage in the coming currency/trade war , a potential black swan will be a Japanese yen carry-trade debacle , that might really rattle the ( US ) dollar

i suggest staying agile ( ready to move in any direction as needed )

good luck