All Ords 7852 up 55 pts or 0.7%Further strength.Portfolio transactionsThis morning to fund personal expenses I sold about a third of the remaining VMM at $1.465 for a profit of some 38¢. I had to sell something and it was a difficult choice but I noticed that VMM had rallied to draw near to a … Read more
All Ords 6844 down 28 pts or 0.4%Another day, another loss. And some comments on A4N, CAI and DBI.Portfolio performancesThe Superfund portfolio lost 1.3% as follows:A 5.6% fall in Alpha (A4N, 42.5¢ down 2.5¢, $345m, daily, hrly) took 0.5%.A 1.6% fall in Audio Pixels (AKP, $12.40 down 20¢, $359m, daily, hrly) took 0.5%.A 1.8% rise … Read more
All Ords 7711 down 55 pts or 0.7%Superfund portfolio performanceThe portfolio lost 2.2% as follows:A 6.2% fall in SciDev (SDV, 60¢ down 4¢, $113m, daily, hrly) took 1.4%.A 3.6% fall in Animoca ($4.00 down 15¢, $6.1b) took 0.6%.A 1.5% fall in Calix (CXL, $6.09 down 11¢, $982m, daily, hrly) took 0.1%.A 0.4% fall in Audio … Read more
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 6136 down 23 pts or 0.4%Trading portfolioThis afternoon I bought back into Over The Wire (OTW, $4.89 up 15¢, $252m) at $5.00 when it popped. I last bought the stock at $3.34 in July 2018 but I sold out at $4.45 in October. As a result of the purchase the cash position fell from 21% to 16%.The portfolio fell … Read more