Mon 13 August

Trading portfolio The portfolio fell 0.9% today, taking the YTD loss to 2.8%. APT -2%, NEA -2% and SIQ -3% were the biggest influences, while the main offset was XRO +2%. Nothing much else to say. Long term portfolio Yesterday I published at last that research report on Phoslock (PHK, 43.0¢ up 1.5¢). There is … Read more

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