Fri 2 Nov

Trading Portfolio This morning I bought into Musgrave Minerals (MGV, 8.3¢ down 0.6¢, $27m) at 8.7¢ following its recent breakout. This reduced the cash weighting from 22% to 18% and brought the overall weighting of gold stocks to 48% (or to 59% excluding cash). The portfolio rose 1.2% today, reducing the loss for the week … Read more

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