Wed 18 Aug 2021

All Ords 7771 down 2 ptsPortfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 1.4% as follows:A 3.9% fall in Audio Pixels (AKP, daily, hourly) took 0.6%.A 7.3% fall in Alpha (A4N, daily, hourly) took 0.4%.A 1.1% fall in SciDev (SDV, daily, hourly) took 0.4%.A 4.5% fall in First Graphene (FGR, daily, hourly) took 0.1%.A 1.3% rise … Read more

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Tue 17 Aug 2021

All Ords 7773 down 76 pts or 1.0%Portfolio transactionsI sold out of the position in Secos Group (SES, 32¢ up 1.5¢, $171m, daily, hourly) at 32¢, making a 21% profit on the 26.5¢ paid in June. The stock had only accounted for 0.4% of the portfolio so whatever it did would not have made much … Read more

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