Trading portfolio No transactions today. The portfolio rose 0.9%, taking the YTD return to 29.1%. There were no substantial moves either way, but there were more rises than falls. Main positive influences were SKF +9%, LNU +4% and VIV +11%. The main negative influence was RFX -6%. Linius (LNU, 12.5¢ up 0.5¢, $53m) made a … Read more
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