Stock picks from our team of market veterans.
Our model portfolios were lower in March, although the income portfolio outperformed in a relative sense as defensive stocks held up well.
For the week ended Friday 4 April 2025, FNArena tracked seven upgrades and eight downgrades for ASX-listed companies from brokers monitored daily.
Ten stocks are upgraded six are downgraded
Because there’s no substitute for quality, investors who ‘buy this dip’ should stick to the highest-quality companies that can withstand whatever Trump throws at the global economy and geopolitical landscape. Here are two ETFs that provide exposure to the market’s best global companies.
Seven upgrades including Woolworths, and three downgrades
For the week ended Friday 14 March 2025, FNArena tracked six upgrades and three downgrades for ASX-listed companies from brokers monitored daily.
For the final week of the reporting season ended Friday 7 March 2025, FNArena tracked nine upgrades and seven downgrades for ASX-listed companies from brokers monitored daily.
In this article, I look at how our model portfolios have performed so far in 2025.
The busiest period of the February reporting season, the fourth week, concluded on Friday, 28th February 2025, with FNArena tracking 30 upgrades and 27 downgrades for ASX-listed companies from brokers monitored daily.
These two fast-food companies seem to be a tastier option at their current valuations.
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