All Ords 7487 down 143 pts or 1.9%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio fell 0.2%, taking the loss for the week to 4.6% and the return for the financial YTD to nil. Movements today were as follows:A 4.4% fall in SciDev (SDV, 76.5¢ down 3.5¢, $122m, daily, hourly) took 1.3%.A 20.0% rise in Animoca (old … Read more
All Ords 7740 up 14 pts or o0.2%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 2.4% as follows:A 6.3% rise in SciDev (SDV, 93¢ up 5.5¢, $148m, daily, hourly) added 2.0%.A 8.8% rise in Animoca (prev. AB1, $1.85 up 15¢, $1.9b) added 0.6%.A 8.2% fall in Calix (CXL, $3.83 down 3+4¢, $613m, daily, hourly) took 0.3%.A … Read more
All Ords 7804 down 3 ptsSuperfund portfolio performanceThe portfolio dropped 1.1% as follows:A 1.7% fall in SciDev (SDV, 94.5¢ down 1.5¢, $150m, daily, hourly) took 0.5%.A 1.9% fall in Audio Pixels (AKP, $27.64 down 54¢, $793m, daily, hourly) took 0.3%.A 3.3% fall in Alpha (A4N, 45.5¢ down 1.5¢, $360m, daily, hourly) took 0.2%.A 4.8% fall … Read more
All Ords 7511 up 42 pts or 0.6%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.7% as follows:A 2.4% fall in SciDev (SDV, 81.5¢ down 2¢, $129m, daily, hourly) took 0.8%.A 4.4% rise in First Graphene (FGR, 24¢ up 1¢, $130m, daily, hourly) added 0.2%.A 1.6% fall in Alpha (A4N, 61¢ down 1¢, $422m, daily, hourly) … Read more
All Ords 6947 down 53 pts or 0.8%Portfolio transactionsThis morning I sold out of PEC and bought more E25. I had wanted to increase the E25 holding after the breakout yesterday and having reminded myself of the fundamentals, but I had to sell something to do so and felt this was the best way to … Read more
All Ords7015 up 80 pts or 1.2%Some of you have expressed the wish to receive articles posted on the website via email. You can now choose this option by scrolling to the bottom of any post, adding a comment, clicking on the box for “Notify me of any new posts by email” then clicking on … Read more
All Ords 6792 down 52 pts or 0.7%Trading portfolioSciDev (SDV, 57¢ up 5¢, $70m)The 10% rise in price added 5.2% to portfolio value and took the shares to a 60% portfolio weighting. It came after the company announced a couple of senior appointments, including a COO, but perhaps the rise was unrelated to that.As seen … Read more