Fri 21 Sep

Trading portfolio This morning I bought into one of yesterday’s breakouts, being Enero (EGG, $1.29 even, $110m) at $1.29. The portfolio recovered most of yesterday’s loss, gaining 0.7% and taking the rise for the week to 0.5% and the YTD return to 7.2%. APT +5% was the star followed by GSW +8%, LVH +9%, XRO … Read more

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