Fri 8 Nov

All Ords 6833 down 4 pts or 0.1%Trading portfolioSciDev (SDV, 63¢ even, $79m)No comment today.Other holdingsOther holdings fell in aggregate, reducing the portfolio value by 0.2%. Best was AVH +5%, worst were VHT -2%, KPO -6% and A4N -4%.OverallThe portfolio rose 4.3% over the week to take the return for the YTD to 99.0%.Long term … Read more

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