All Ords 7779 up 28 pts or 0.4%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 0.4% as follows: A 2.7% rise in SciDev (SDV, 95¢ up 2.5¢, $151m, daily, hourly) added 0.9%.A 2.7% rise in Calix (CXL, $3.06 up 8¢, $489m, daily, hourly) added 0.1%.A 1.0% fall in Alpha (A4N, 49¢ down 0.5¢, $388m, daily, hourly) … Read more
All Ords 7318 up 37 pts or 0.5%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 1.7%. Main influences were:A 4.8% fall in SciDev (SDV, 89¢ down 4.5¢, $136m, daily, hourly) took 1.7%.A 3.6% fall in Alpha (A4N, 53¢ down 2¢, $367m, daily, hourly) took 0.3%.A 6.8% rise in First Graphene (FGR, 23.5¢ up 1.5¢, $126m, daily, … Read more
All Ords 7064 up 47 pts or 0.7%There will be no daily comment issued on Good Friday or Easter Monday, but the Weekly Market Review will be issued over the weekend. Have a good one!Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 1.1% cutting the gain for the week to 2.9% and the gain for the … Read more
All Ords 7043 up 102 pts or 1.5%Portfolio transactionsTrust portfolioOn Friday night I sold the last two stocks in the US portfolio (DOCU and RDFN) and thus finalised the gain fully realised for the portfolio since its inception in July 2020 at just under 32%.This morning I ordered the sale of all the units (LKH01) … Read more
All Ords 7161 up 48 pts or 0.7%Superfund portfolioBreakout transactionsI paid the uncalled 4.99¢ on the LIT ctg shares today to convert them to fully paid and what with that plus the payment of a pension, there is scarcely any cash left. I will have to sell something in the next few days.PerformanceThe portfolio rose … Read more
All Ords 7038 down 53 pts or 0.7%Superfund portfolioBreakout transactionsYesterday I had placed an order to sell the entire Boss Energy holding (BOE, 112 up 1¢, $201m, daily, hourly) at 10.5¢, which was above the market on the day, and promptly forgot about it. First thing this morning the stock shot up to a high … Read more
All Ords 6918 down 143 pts or 2.0%Superfund portfolioBreakout transactionsThis morning I took the plunge in a very weak market and bought into yesterday’s highlighted breakout Magnis Energy Technologies (MNS, 37.5¢ up 12.5¢ or 50.0%, $274m, daily, hourly) at 31¢. Unfortunately unlike 99% of its fellow ASX-listed stocks MNS rose today so I had to … Read more
All Ords 7060 down 51 pts or 0.7%Superfund portfolioBreakout transactionsNone today.PerformanceThe portfolio lost 1.5% as follows:A 4.5% fall in SciDev (SDV, 73.5¢ down 3.5¢, $113m, daily, hourly) took 1.5%.A 3.1% fall in First Graphene (FGR, 31¢ down 1¢, $164m, daily, hourly) took 0.2%.A 2.4% rise in Alpha (A4N, 42¢ up 1¢, $291m, daily, hourly) added … Read more