Mon 1 Oct

Trading portfolio The portfolio fell 0.4% today, taking the YTD return to 8.1%. Good rises in TER +5%, CGL +7% and SDV +10% were more than offset by falls in LGD -6%, APT -3% and ASH -5%. And there were many more falls than rises. I am losing patience with Quickstep (QHL, 8.1¢ down 0.3¢, … Read more

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