Mon 17 Apr 2023

All Ords 7578 up 18 pts or 0.2%Good to see the positive announcement from EOS. And there should be one from PEK tomorrow.Quarterly reporting season to kick off with SDV tomorrow.Lots of breakouts!Portfolio performancesThe Superfund portfolio gained 3.1% as follows:A 9.4% rise in SciDev (SDV, 35¢ up 3¢, $66m, daily, hrly) added 1.5%. A 4.6% … Read more

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Mon 14 Nov 2022

All Ords 7350 evenAt the prompting of a subcriber I corrected the calc for Investment Trust performance. I had been calculating a YTD return worse than -100%, which of course is impossible. The correct figure is -80% (when PET relisted the YTD return went from +0.4% to -65% in one day, and the stock has … Read more

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Mon 2 Aug 2021

All Ords 7761 up 97 pts or 1.3%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio fell 0.4% as follows:A 0.4% fall in SciDev (SDV, 90¢ down 1¢, $143m, daily, hourly) took 0.4%.A 4.9% fall in Alpha (A4N, 49¢ down 2.5¢, $388m, daily, hourly) took 0.3%.A 7.6% rise in Calix (CXL, $2.99 up 21¢, $474m, daily, hourly) added … Read more

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