All Ords 6136 down 23 pts or 0.4%Trading portfolioThis afternoon I bought back into Over The Wire (OTW, $4.89 up 15¢, $252m) at $5.00 when it popped. I last bought the stock at $3.34 in July 2018 but I sold out at $4.45 in October. As a result of the purchase the cash position fell from 21% to 16%.The portfolio fell … Read more
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