All Ords 7671 up 12 pts or 0.2%Portfolio transactionsVirtual portfolioAs I indicated yesterday, today I added FEL, NZM, OKR and WBT at yesterday’s closing prices, at $10,000 apiece. You can find the details on these four companies in yesterday’s breakouts commentary. The purchases took the book value of the portfolio to $250,000, while the market … Read more
All Ords 6147 up 14 pts or 0.2%Superfund portfolioThe portfolio fell 2.6% as follows:Phoslock shares (PET, 24.5¢, $153m) have been suspended since 17 September.A 4.1% fall in SciDev shares (SDV, 71¢ down 3¢, $108m, daily, hourly) cut 1.5%.A 5.7% fall in Audio Pixels shares (AKP, $27.00 down $1.64, $775m, daily) cut 1.0%.A 7.0% fall in … Read more
All Ords 5609 down 52 pts or 0.9%At the risk of being wrong-footed once again, I still feel the market could pull back significantly at some point soon. Many stocks have lost momentum.Trading portfolioThis morning I doubled up on my holding in Aeris Environmental (AEI, 71¢ down 2.5¢, $172m) at 77¢. I had bought the … Read more