Dividend Announcements
As we prepare for the JUL27 Budget Reform, we’re restructuring our portfolio and will DCA our buys in response to market volatility and spread conditions. The funds listed here represent our active Watchlist, while others remain outside our target spread range and will be monitored less frequently. Our focus is shifting toward DFC and away from active trading to minimise exposure to the 30% CGT.
As we continue learning more about AI, we’ll also explore opportunities to integrate AI agents to support analysis and enhance our financial dashboards throughout the year.