Intelligent Investor

Portfolios trade

Our Growth and Equity Income portfolios have made some trades.
By · 16 Jun 2017
By ·
16 Jun 2017 · 1 min read
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Recommendation

Ainsworth Game Technology Limited - AGI
Buy
below 1.50
Hold
up to 3.00
Sell
above 3.00
Buy Hold Sell Meter
HOLD at $2.39
Current price
$1.21 at 16:40 (19 April 2024)

Price at review
$2.39 at (16 June 2017)

Max Portfolio Weighting
2%

Business Risk
Medium-High

Share Price Risk
Very High
All Prices are in AUD ($)
Computershare Limited - CPU
Buy
below 11.00
Hold
up to 16.00
Sell
above 16.00
Buy Hold Sell Meter
HOLD at $14.50
Current price
$27.92 at 16:40 (19 April 2024)

Price at review
$14.50 at (16 June 2017)

Max Portfolio Weighting
7%

Business Risk
Medium

Share Price Risk
Medium
All Prices are in AUD ($)
Navitas Limited - NVT
Buy
below 4.70
Hold
up to 7.50
Sell
above 7.50
Buy Hold Sell Meter
BUY at $4.40
Current price
$5.82 at 16:35 (10 July 2019)

Price at review
$4.40 at (16 June 2017)

Max Portfolio Weighting
5%

Business Risk
Medium

Share Price Risk
Medium
All Prices are in AUD ($)
TPG Telecom Limited - TPM
Buy
below 6.50
Hold
up to 12.00
Sell
above 12.00
Buy Hold Sell Meter
BUY at $5.58
Current price
$8.93 at 16:40 (20 October 2020)

Price at review
$5.58 at (16 June 2017)

Max Portfolio Weighting
6%

Business Risk
Medium-High

Share Price Risk
Medium-High
All Prices are in AUD ($)

The Intelligent Investor Growth Portfolio has reduced its holding in Computershare by 2.3% to 3.6% at $14.54. It has used the proceeds, plus some cash, to buy a 3.5% weighting in Navitas at $4.43, and to increase its holding in TPG Telecom by 1% to 3.6%.

The Intelligent Investor Equity Income Portfolio has sold its 1.4% holding in Ainsworth Game Technology at $2.36 and reduced its holding in Computershare by 2.0% to 3.6% at $14.54. It has used the proceeds to buy a 3.5% weighting in Navitas at $4.43.

Computershare remains a Hold, but with our holdings approaching 6% of each portfolio and the price getting towards the upper end of our Hold range, we thought it appropriate to take some profit. Ainsworth also remains a Hold, but has cut its dividend, so we'd rather hold Navitas in the Equity Income Portfolio, partly due to its dividend yield of 4.3%.

Find out how you can invest directly in these and other Intelligent Investor and InvestSMART portfolios by clicking here.

IMPORTANT: Intelligent Investor is published by InvestSMART Financial Services Pty Limited AFSL 226435 (Licensee). Information is general financial product advice. You should consider your own personal objectives, financial situation and needs before making any investment decision and review the Product Disclosure Statement. InvestSMART Funds Management Limited (RE) is the responsible entity of various managed investment schemes and is a related party of the Licensee. The RE may own, buy or sell the shares suggested in this article simultaneous with, or following the release of this article. Any such transaction could affect the price of the share. All indications of performance returns are historical and cannot be relied upon as an indicator for future performance.
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