Fri 20 Jan 2023

All Ords 7666 up 18 pts or 0.2%My portfolio performance was ruined by Animoca.I have commenced research on AVH but have a lot of work to do yet.And 3DP and WBT are highlighted as interesting breakouts.Portfolio performancesThe Superfund portfolio fell 0.2%, taking the gain for the week to 1.5% and the return for the financial … Read more

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Wed 18 Jan 2023

All Ords 7610 up 12 pts or 0.2%ADN is featured today following insider buying, plus I highlight a couple of breakouts in the healthcare industry.Portfolio performancesThe Superfund portfolio lost 0.3% as follows:An 8.8% rise in Andromeda (ADN, 6.2¢ up 0.5¢, $192m, daily, hrly) added 0.8%. A 7.8% fall in Animoca on Primary Markets ($1.06 down … Read more

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Wed 3 Aug 2022

All Ords 7203 down 14 pts or 0.2%The porfolios finished down a little because of falls in Animoca and AKP, offset by some rises elsewhere. No announcements of note. I spent a few hours on CXL again. And tonight I saw that NTI has popped up at last and I found a couple more breakouts … Read more

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Fri 18 Dec 2020

All Ords 6924 down 76 pts or 1.1%This report was delayed into the weekend because I wanted to add some detail for the new trading portfolio position within the Superfund and that took an enormous amount of time. Some parts of the spreadsheet had to be rewritten. Anyway, it’s done now.I should do the same … Read more

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