Trading portfolio Today the portfolio rose 0.4%, taking the week’s gain to 2.6% and the YTD return to 32.7%. Best contributions were from APX 5%, LNU +4% and BCT +8%. The main negative was SKF -7%. Within the portfolio, the cash position rose earlier in the week from 7% to 17% with the proceeds of … Read more
To access this post, you must purchase a membership.