The Ferrari Portfolio is a speculative trading portfolio for traders with a high risk appetite. The aim of the portfolio is to achieve maximum capital gain. Changes to the portfolio  Selling – We are Premier Investments (PMV). Not for any reason other than to lock in profits. The company is due to post its FY result towards the end of September. Whilst there could be further upside, we’re happy to exit our position with a 27% profit. Buying – Boral (BLD) – Recent earnings were driven by the success of road infrastructure…

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