FUNDING TODAYS RESOURCE PURCHASES WITH SOME TECH SALES IN NINJA ASX300 PFOLIO
Rudy & Rooster
· Rooster Global Portfolio Mastery Club
· August 12, 2026 at 03:38
| Read on Substack ↗
Summary
The provided text is only the newsletter headline from 'Rooster Global Portfolio Mastery Club' dated 2026-08-12, signaling that the author is selling unnamed tech holdings to fund resource purchases in an ASX300-focused 'Ninja' portfolio. With no article body, tickers, sizes, prices, or rationale disclosed, the only defensible market implication is an apparent intended rotation from technology toward resources in Australian equities — but no specific investment conclusion can be drawn.
•The headline reads 'FUNDING TODAYS RESOURCE PURCHASES WITH SOME TECH SALES IN NINJA ASX300 PFOLIO', indicating a sell-tech/buy-resources portfolio rotation.
•The portfolio is identified as 'NINJA ASX300 PFOLIO', implying the trades sit within an Australian ASX300-focused equity portfolio.
•The available text contains no named securities, transaction sizes, entry prices, or reasoning — only the headline, author 'Rudy & Rooster', and date 2026-08-12.