CAT

Thu 25 May 2023

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All Ords 7317 down 76 pts or 1.0%Nothing much happening aside from the further weakness.Portfolio performancesThe Superfund portfolio lost 23% as follows:A 12.8% rise in Meteoric Resources (MEI, 22¢ up 25¢, $399m, daily, hrly) added 1.0%. A 3.5% rise in Alpha (A4N, $1.03 up 3.5¢, $884m, daily, hrly) added 0.2%. A 0.8% fall in Audio … Read more

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Fri 8 Nov

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All Ords 6833 down 4 pts or 0.1%Trading portfolioSciDev (SDV, 63¢ even, $79m)No comment today.Other holdingsOther holdings fell in aggregate, reducing the portfolio value by 0.2%. Best was AVH +5%, worst were VHT -2%, KPO -6% and A4N -4%.OverallThe portfolio rose 4.3% over the week to take the return for the YTD to 99.0%.Long term … Read more

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