All Ords 7000 up 29 pts or 0.4%Portfolio transactionsThis morning I sold out of Secos Group (SES, 28.5¢ even, $152m, daily, hourly) at 27.5¢ after they cut support, and of course they rallied straight after that. I had bought them in December at 20¢.Superfund portfolio performanceThe portfolio lost 0.4% as follows:A 10.4% rise in First … Read more