Trading portfolio The portfolio rose 0.1% today, shaving the loss for the week to 0.5% and taking the YTD return to 28.0%. The biggest positive was a recovery in RFX +12%, while the biggest negatives were falls in FBR -10% and KOR -6%. Nothing more to say today. Long term portfolio Phoslock (PHK, 27¢ up 0.5¢, … Read more
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