Rudy & Rooster
· Rooster Global Portfolio Mastery Club
· June 04, 2026 at 03:58
| Read on Substack ↗
Summary
The newsletter announces the sale of Zip Co (ZIP) from the Ninja ASX300 model portfolio, citing a lack of alignment or satisfaction with the position. This suggests a bearish sentiment on Zip Co, though no detailed reasoning is provided.
•The author is selling Zip Co (ZIP) from the Ninja ASX300 model portfolio.
•The reason given is 'not getting on with it,' indicating dissatisfaction or poor performance fit.
•No additional commentary, analysis, or trade specifics are included in the article.
Length9 chars
Categoryfinance
Ideas
Rudy & RoosterSubstack author, Rooster Global Portfolio Mastery Club
The author is selling Zip Co from their model portfolio because they are not getting on with it, implying a negative view on the stock.