Thu 20 Jul 2023

All Ords 7542 up 4 pts onlyAnother quiet one.Portfolio performancesThe Superfund portfolio gained 0.5% as follows:A 1.9% rise in Audio Pixels (AKP, $12.23 up 23¢, $357m, daily, hrly) added 0.9%. A 1.3% rise in Alpha (A4N, $1.15 up 1.5¢, $986m, daily, hrly) added 0.1%. A 1.7% rise in Besra Gold (BEZ, 29.5¢ up 0.5¢, $104m, … Read more

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Thu 19 Jan 2023

All Ords 7648 up 39 pts or 0.5%It is interesting to see a number of clapped out portfolio stocks now rallying but I do wonder whether the strength can be sustained, because as far as I am concenrned the US equity market is still in a bear market.Portfolio transactionsThis morning the Superfund bought into AVH, … Read more

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