All Ords 7265 up 12 pts or 0.2%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio rose 1.5%, taking the gain for the week to 3.9% and the return for the financial YTD to 27.0%. Today’s movements were as follows:A 3.4% rise in SciDev (SDV, 76¢ up 2.5¢, $120m, daily, hourly) added 1.0%.A 4.0% rise in Audio Pixels … Read more
All Ords 6947 down 53 pts or 0.8%Portfolio transactionsThis morning I sold out of PEC and bought more E25. I had wanted to increase the E25 holding after the breakout yesterday and having reminded myself of the fundamentals, but I had to sell something to do so and felt this was the best way to … Read more
All Ords 7062 down 2 ptsPortfolio transactionsI sold out of a couple of stocks this morning in the Superfund breakouts portfolio (AVZ and SFX) in order to pay a pension (the fund has to pay out a proportion of its assets each year) and to make room for three new acquisitions and recent breakouts (PGH, … Read more
All Ords 6987 up 4 pts or 0.1%Some of you have expressed the wish to receive articles posted on the website via email. You can now choose this option by scrolling to the bottom of any post, adding a comment, clicking on the box for “Notify me of any new posts by email” then clicking … Read more