Tue 18 Jan 2022

All Ords 7736 down 4 ptsSuperfund portfolio performanceThe portfolio gained 0.4% as follows:An 8.7% rise in Calix (CXL, $7.00 up 56¢, $1.1b, daily, hrly) added 0.6%.A 1.7% fall in Audio Pixels (AKP, $21.86 down 38¢, $627m, daily, hrly) took 0.2%.A 0.8% fall in Alpha (A4N, 66¢ down 0.5¢, $525m, daily, hrly) took 0.1%.Andromeda (ADN, 21.5¢, … Read more

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Wed 18 Aug 2021

All Ords 7771 down 2 ptsPortfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 1.4% as follows:A 3.9% fall in Audio Pixels (AKP, daily, hourly) took 0.6%.A 7.3% fall in Alpha (A4N, daily, hourly) took 0.4%.A 1.1% fall in SciDev (SDV, daily, hourly) took 0.4%.A 4.5% fall in First Graphene (FGR, daily, hourly) took 0.1%.A 1.3% rise … Read more

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Tue 17 Aug 2021

All Ords 7773 down 76 pts or 1.0%Portfolio transactionsI sold out of the position in Secos Group (SES, 32¢ up 1.5¢, $171m, daily, hourly) at 32¢, making a 21% profit on the 26.5¢ paid in June. The stock had only accounted for 0.4% of the portfolio so whatever it did would not have made much … Read more

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Fri 13 Aug 2021

All Ords 7898 up 37 pts or 0.5%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio rose 1.4%, taking the gain for the week to 0.7% and the return for the financial YTD to 5.4%. Main movements today were as follows:A 40.0% rise in Animoca (AB1, $1.75 up 50¢, in private trade).A 3.2% fall in SciDev (SDV, 92¢ … Read more

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