All Ords 6348 up 1pt, essentially unchangedTrading portfolioThe portfolio rose 1.6% after some big movements. The best contributor was LVT +9% followed by SDV +3%, VHT +6% and FGR +6%. The biggest detractor was ADT -5% followed by LVH -4%, ATU -9% and BAL -6%.I am not too concerned about the stocks that fell. For … Read more
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