Test / We are now mildly bullish the ASX200.

By Market Matters 05 June 19

We are now mildly bullish the ASX200.

Having been bullish the ASX200 for most its impressive rally from the December lows MM is slowly becoming more cautious and definitely stock / sector selective.

At the time of typing this Top 5 update MM is holding ~90% of its Platinum Portfolio in stocks.

If we get an ongoing “rate cut” fuelled rally towards fresh 2019 highs expect us to start increasing our cash position.

ASX200 Index Chart