All Ords 7481 up 39 pts or 0.5%Another quiet day.Back doing research on ADN, hope to get a report out in due course.Portfolio performancesThe Superfund portfolio gained 0.3% as follows:A 2.1% rise in Audio Pixels (AKP, $12.40 up 25¢, $359m, daily, hrly) added 0.7%. A 3.3% fall in SciDev (SDV, 29¢ down 1¢, $55m, daily, … Read more
All Ords 6872 down 104 pts or 1.5%Bought back some TER and identified a couple of new breakouts. Of these I prefer ICE to MSB.Portfolio transactionsThis morning the Superfund bought back at $1.104 the TER that it had sold at $1.025 last week. I was motivated to buy them back by the breakout on Friday … Read more
All Ords 7321 up 9 pts or 0.1%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 0.6%, taking the loss for the week to 0.6% and the return for the financial YTD to 28.4%. Main influences today were:A 11.1% rise in Alpha (A4N, 60¢ up 6¢, $415m, daily, hourly) added 0.9%.A 2.1% fall in Audio Pixels (AKP, … Read more
All Ords 6924 down 76 pts or 1.1%This report was delayed into the weekend because I wanted to add some detail for the new trading portfolio position within the Superfund and that took an enormous amount of time. Some parts of the spreadsheet had to be rewritten. Anyway, it’s done now.I should do the same … Read more
All Ords 6917 up 50 pts or 0.7%Portfolio stocksThe hourly chart has given me some faint hope that AKP has seen the bottom of the correction, but I would feel a lot better if it gets above $25. What we are all waiting for, of course, is an update on the speaker chip. The impatient … Read more