Trading portfolio The portfolio took aother hit today, down 1.1%, taking the YTD return to 19.1%. Biggest negative was AKP -5%, followed by Pilbara gold stocks ARV -19%, DEG -16%, VXR -13% and KAI -12%. What a rout! It would have been much worse if I hadn’t sold half of the ARV and DEG positions … Read more
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