Portfolio The trading portfolio crashed yesterday (Thursday), down 2% to take the YTD return down to a little under 10%. BLT, CPH and ZLD each fell 7-8% and there were few bright spots. Over the week ZLD rose 14% and EOS rose 10% while BLT, BOT, MMJ and VPC each fell 10-12%. A summary of … Read more
Portfolio The YTD return fell 1.3% today with a few of the larger stocks falling a bit, especially Tasman Resources (TAS) which fell 6%, Zelda Therapeutics (ZLD) falling 4% and the less important Cassini (CZI) falling 11%. So, it seems my comment yesterday was indeed the kiss of death (just joking – still happy with … Read more
Portfolio The portfolio finished up 0.5%, increasing the YTD total return to almost 13%. Good performances were again made by ZLD up another 13% to another high, and a 4% increase in TAS following EDE’s encouraging announcement also helped. There were also a lot of falls but they were all quite small. The other big holdings, … Read more
Trading portfolio The portfolio did OK today, up a marginal 0.4%. Most shares rose but a small fall in the largest holding Fastbrick Robotics (FBR, 12¢) offset most of the gains. The best performance was by cannabis biotech Zelda (ZLD, 12¢) up 14% to match its previous high. An announcement by Talga (TLG, 56.5¢) before the market … Read more
Portfolio The day started off with a sea of green but at the end of the day there were some patches of red and the portfolio finished up less than 1%. Best performers were EOS and CZI each up 7% and ZLD up 5%. The rise in EOS to $2.87 took it to a new … Read more
Portfolio What a turnaround! The portfolio’s YTD return now stands at 12%, down 4% today. Most of the stocks fell, the worst being BLT down 19%, ZLD down 9% and TLG down 7%. These were the exact same stocks that did so well yesterday so it wasn’t really a surprise I guess (but I would … Read more
Portfolio Another interesting day with the YTD return up another 1% to bring the total to 15%. Right from the start both Benitec Biopharma (BLT, 26.5¢ $54m) and Zelda Therapeutics (ZLD, 11¢, $36m) jumped out of the blocks and remained strong all day. They finished ahead 32% and 21% – huge performances. BLT broke through … Read more
Portfolio It was another interesting day. A lot of excitement and angst, but at the end of the day the YTD return was unchanged. The cannabis biotechs all weakened. I had to take action to preserve my profit in MMJ, just in case, and now I am wondering about ZLD too. I thought it would … Read more
I have decided to make some additional comments on the portfolio and the market from time to time apart from my weekly posts, perhaps on a daily basis. This is my first article. Portfolio stocks The portfolio did well today, adding almost 4% to the YTD return, which now stands at 14%. Good gains in ZLD … Read more