All Ords 7760 down 10 pts or 0.1%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 1.1%, taking the gain for the week to 0.7% and the return for the financial YTD to 4.6%. Main movements today were as follows:A 4.0% fall in Audio Pixels (AKP, $27.22 down $1.13, $782m, daily, hourly) took 0.6%.A 7.9% fall in … Read more
All Ords 7770 down 39 pts or 0.5%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 2.4% as follows:A 10.0% rise in Audio Pixels (AKP, $28.39 up $2.59, $815m, weekly, daily, hourly) added 1.4%.A 2.8% rise in SciDev (SDV, 90.5¢ up 2.5¢, $144m, daily, hourly) added 0.9%.A 3.0% fall in Andromeda (ADN, 16¢ down 0.5¢, $394m, daily, … Read more
All Ords 7898 up 37 pts or 0.5%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio rose 1.4%, taking the gain for the week to 0.7% and the return for the financial YTD to 5.4%. Main movements today were as follows:A 40.0% rise in Animoca (AB1, $1.75 up 50¢, in private trade).A 3.2% fall in SciDev (SDV, 92¢ … Read more
All Ords 7861 up 6 pts or 0.1%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.5% as follows:A 3.0% fall in Audio Pixels (AKP, daily, hourly) took 0.5%.A 3.2% rise in Andromeda (ADN, daily, hourly) added 0.2%.A 0.5% fall in SciDev (SDV, weekly, daily, hourly) took 0.2%.A 2.0% fall in Alpha (A4N, daily, hourly) took 0.1%.A … Read more
All Ords 7830 up 26 pts or 0.3%Superfund portfolio performanceThe portfolio gained 1.1% as follows:A 2.1% rise in SciDev (SDV, 96.5¢ up 2¢, $153m, daily, hourly) added 0.7%.A 5.5% rise in Alpha (A4N, 48¢ up 2.5¢, $380m, daily, hourly) added 0.3%.A 2.6% rise in Calix (CXL, $3.14 up 8¢, $501m, daily, hourly) added 0.1%.A 2.5% … Read more
All Ords 7695 up 45 pts or 0.6%Please let me know if you would like me to continue with the virtual portfolio. So far I have had feedback from two people, without any prompting from me, that they don’t mind if it is dropped. If there is insufficient positive response to this request I will … Read more
All Ords 7650 down 54 pts or 0.7%Portfolio transactionsNone today.Virtual portfolio performanceThe portfolio lost 1.2% with the main influences being:An 11.1% fall in Cogstate (CGS) took 0.4%.An 11.1% fall in Nickel Mines (NIC) took 0.4%.A 7.1% fall in Predictive (PDI) took 0.2%.A 3.3% fall in Australian Strategic Metals (ASM) took 0.2%.A 6.8% rise in Okapi … Read more
All Ords 7671 unchanged.Portfolio transactionsVirtual portfolioOver the weekend I added the six breakouts highlighted in Friday’s post at Friday’s closing prices, at $10,000 each except just $5,000 for CKA. They were AIE at 20¢, CGS at $1.58, CKA at 10.5¢, DSE at 24.5¢, MCR at $1.30 and NIC at $1.145. Then this morning when CKA … Read more
All Ords 7659 up 78 pts or 1.0%Portfolio transactionsVirtual portfolioI added a $10,000 investment in yesterday’s highlighted breakout Race Oncology (RAC, $3.70 down 2¢, $534m, daily, hourly) at $3.72 being yesterday’s closing price.Other portfoliosNone today.Virtual portfolio performanceThe portfolio gained 4.4% with the main influences being:A 10.4% rise in Australian Strategic Metals (ASM, $8.89 up 84¢, … Read more
All Ords 7581 up 55 pts or 0.7%Portfolio transactionsVirtual portfolioI added back at yesterday’s closing prices three of the six stocks I sold yesterday, being LYC at $5.73, VUL at $8.97 and XF1 at46¢, at the usual $10,000 apiece.I also added $10,000 of Predictive Discovery (PDI, 13.5¢ up 0.5¢, $182m, daily, hourly) at yesterday’s closing … Read more
All Ords 7632 up 20 pts or 0.3%Portfolio transactionsVirtual portfolioI added to the virtual portfolio the three breakouts highlighted yesterday, at yesterday’s closing prices. They were:Dreadnought Resources (DRE, 4.1¢ up 0.2¢, $102m, daily) at 3.9¢.Novonix (NVX, $2.64 up 2¢, $1.1b, daily, hourly) at $2.62.NRW Holdings (NWH, $1.76 down 6¢, $803m, daily) at $1.82.Other portfoliosNone today.Virtual … Read more
All Ords 7589 up 2pts onlyPortfolio transactionsThis morning I recorded three new $10,000 purchases for the virtual portfolio at their closing prices on Friday, taking the number of stocks in the portfolio to 10.Los Cerros (LCL, 19.5¢ up 1¢, $95m, daily) at 18.5¢.Prospa Group (PGL, $1.11 down 1¢, $183m, daily) at $1.12.Sequoia Financial (SEQ, 64¢ … Read more
All Ords 7585 up 18 pts or 0.3%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.2% leaving the return for the financial year at 31.1%. The biggest contributor over the year was SDV which commenced at 58¢ and closed at 85¢. Useful gains were also seen in FGR, AKP and A4N, but ADN faded badly at … Read more
All Ords 7485 down 139 pts or 1.8%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 1.4%, influenced as follows:A 13.3% fall in Andromeda (ADN, 19.5¢ down 3¢, $421m, daily, hourly) took 1.0%.A 2.4% fall in SciDev (SDV, 83¢ down 0.2¢, $131m, daily, hourly) took 0.8%.A 4.0% rise in Audio Pixels (AKP, $26.00 up 99¢, $746m, daily, … Read more
All Ords 7349 up 73 pts or 1.0%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.2% as follows:A 2.6% fall in SciDev (SDV, 76¢ down 2¢, $120m, daily, hourly) took 0.8%.A 7.7% rise in Alpha (A4N, 63¢ up 4.5¢, $436m, daily, hourly) added 0.5%.A 6.4% fall in First Graphene (FGR, 22¢ down 1.5¢, $118m, daily, hourly) … Read more
All Ords 7276 up 11 pts or 0.2%I have cut today’s post short because tomorrow I have to get up early to catch the 6.23am train to Sydney.Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 0.9% as follows:A 2.6% rise in SciDev (SDV, 78¢ up 2¢, $124m, daily, hourly) added 0.8%.A 6.0% rise in Audio Pixels … Read more
All Ords 7299 up 43 pts or 0.6%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 1.0% as follows:A 8.6% rise in Audio Pixels (AKP, $20.63 up $1.64, $592m, daily, hourly) added 1.0%.A 1.4% fall in SciDev (SDV, 73¢ down 1¢, $116m, daily, hourly) took 0.4%.A 2.6% rise in Andromeda (ADN, 19.5¢ up 0.5¢, $421m, daily, hourly) … Read more
All Ords 7256 up 16 pts or 0.2%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.4% as follows:A 5.1% fall in Audio Pixels (AKP, $18.99 down $1.01, $545m, weekly, daily, hourly) took 0.6%.A 7.2% rise in Alpha (A4N, 59.5¢ up 4¢, $412m, daily, hourly) added 0.5%.A 6.4% fall in First Graphene (FGR, 22¢ down 1.5¢, $118m, … Read more
All Ords 7332 down 88pts or 1.2%Portfolio transactionsThis morning the Superfund sold 10% of its Audio Pixels holding (AKP, see details below) at $22.00, making a small loss on the FIFO BV of $22.66, and also sold all its tiny Strategic Elements holding (SOR, 30¢ down 1¢, $117m, daily) at 30.5¢ at only marginally above … Read more
All Ords 7296 down 12 pts or 0.2%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.5%. Main influences were:A 12.9% collapse in Audio Pixels (AKP, $22.51 down $3.32, $646m, weekly, daily, hourly) took 1.5%.A 3.8% rise in SciDev (SDV, 95¢ up 3.5¢, $146m, weekly, daily, hourly) added 1.3%.A 2.4% fall in Alpha (A4N, 61.5¢ down 1.5¢, … Read more
All Ords 7282 down 46 pts or 0.6%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 1.3%. Main influences were:A 5.2% fall in Audio Pixels (AKP, $25.45 down $1.40, $730m, daily, hourly) took 0.6%.A 1.7% fall in SciDev (SDV, 87.5¢ down 1.5¢, $134m, daily, hourly) took 0.6%.A 4.1% rise in First Graphene (FGR, 25.5¢ up 1¢, $137m, … Read more
All Ords 7177 up 44 pts or 0.6%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 1.9%. Main influences were:A 4.2% rise in SciDev (SDV 87.5¢ up 3.5¢, $134m, weekly, daily, hourly) added 1.4%.A 6.8% rise in Alpha (A4N 55¢ up 3.5¢, $391m, daily, hourly) added 0.6%.A 3.5% fall in Andromeda (ADN 28¢ down 1¢, $605m, daily, … Read more
All Ords 7064 up 47 pts or 0.7%There will be no daily comment issued on Good Friday or Easter Monday, but the Weekly Market Review will be issued over the weekend. Have a good one!Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 1.1% cutting the gain for the week to 2.9% and the gain for the … Read more
All Ords 6970 down 67 pts or 0.9%Portfolio transactionsWith some of the funds not earmarked for a pension payment out of the proceeds of selling NOX yesterday, I bought back into Zeotech (ZEO, 10¢ up 1¢, $143m, daily, hourly) at 10¢. The stock broke out to a new high and this pattern is usually worth … Read more
All Ords 6995 up 35 pts or 0.5%Portfolio transactionsThis morning I sold out of Magnis Energy (MNS, daily, hourly) at 30.5¢. I had bought them in January and February an an average of 33¢. I sold because I wanted to raise cash for the CXL SPP and because they broke a short term uptrend.Superfund portfolio … Read more
All Ords 6960 down 44 pts or 0.6%Portfolio transactionsI sold down a couple of holdings in the Superfund in order to increase the position in a couple of other stocks. The transactions were as follows:I sold 6% of my SciDev holding (SDV, see details below) at 75¢ for a great profit on the 7.0¢ paid … Read more
All Ords 7004 down 44 pts or 0.6%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.8%. Main influences were:A 2.0% fall in SciDev (SDV, 75.5¢ down 1.5¢, $116m, daily, hourly) took 0.6%.A 2.9% rise in Alpha (A4N, 54¢ up 1.5¢, $374m, daily, hourly) added 0.2%.A 2.3% fall in Andromeda (ADN, 42¢ down 1¢, $906m, daily, hourly) … Read more
All Ords 6972 up 29 pts or 0.4%Portfolio transactionsThis morning I sold out of another two of the breakouts stocks within the Superfund, A3D and TTT, in order to provide funding for a proposed pension payment.Aurora Labs (A3D, 13¢ even, $20m, hourly) was sold at 13¢ for a gain on the 11.3¢ paid a month … Read more
All Ords 6941 down 165 pts or 2.3%Portfolio transactionsI did a heap of transactions in the Trust portfolios in the last 24 hours but really involving just two things – selling US stocks to fund a further purchase of AKP.Sold 20 of the stocks in the US portfolio, leaving just two remaining. I placed orders … Read more
All Ords 7106 up 56 pts or 0.8%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio rose 0.9%. Main influences were:A 8.9% rise in Alpha (A4N, 49¢ up 4¢, $339m, daily, hourly) added 0.6%.A 6.8% rise in Andromeda (ADN, 31.5¢ up 2¢, $678m, daily, hourly) added 0.4%.A 1.3% fall in Audio Pixels (AKP, $27.00 down 35¢, $775m, daily, … Read more