Mon 7 Aug 2023

All Ords 7520 down 16 pts or 0.2%VMM again the star.Portfolio performancesThe Superfund portfolio gained 0.2% as follows:A 20.0% rise in Viridis (VMM, 72¢ up 12¢, $22m or $47m diluted, daily, hrly, 10min) added 1.1%. An 11.1% rise in Meteoric Resources (MEI, 25¢ up 2.5¢, $485m, daily, hrly) added 0.5%. Animoca (on Primary Markets $0.80, … Read more

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Wed 31 May 2023

All Ords 7274 down 114 pts or 1.5%Buying AKP and selling elsewhere.Portfolio transactionsThis morning I wanted to buy more AKP through the Superfund and managed to do so at just under $14, increasing the number of shares held across the two portfolios by 12%. I figure if Fred thinks $14 is a bargain, it IS … Read more

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Fri 14 Apr 2023

All Ords 7560 up 40 pts or 0.5%Lots of good looking charts today. I tried to choose new ones rather than ones that I highlighted previously.Portfolio performancesThe Superfund portfolio fell 1.0%, taking the gain for the week to 2.1% and the return for the financial YTD to minus 35.4%. Movements today were as follows:A 7.4% … Read more

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