All Ords 7406 up 21 pts or 0.2%Superfund portfolio performanceThe portfolio gained 0.5% as follows:A 5.7% rise in Calix (CXL, $6.33 up 34¢, $1.02b, daily, hrly) added 0.4%.A 2.6% fall in Andromeda (ADN, 19¢ down 0.5¢,$472m, daily, hrly) took 0.2%.A 1.1% rise in SciDev (SDV, 44¢ up 0.5¢, $83m, daily, hrly) added 0.2%.A 0.7% rise … Read more
All Ords 7391 up 68 pts or 0.9%Superfund portfolio performanceThe portfolio lost 1.1% as follows:A 14.7% fall in SciDev (SDV, 43.5¢ down 7.5¢, $82m, daily, hrly) took 2.9%.An 8.3% rise in Andromeda (ADN, 19.5¢ down 1.5¢, $484m, daily, hrly) added 0.7%.A 6.1% rise in Audio Pixels (AKP, $19.21 up $1.11, $551m, daily, hrly) added 0.6%.A … Read more
All Ords 7323 up 50 pts or 0.7%Superfund portfolio performanceThe portfolio gained 1.1% as follows:A 6.2% rise in SciDev (SDV, 51¢ up 3¢, $96m, daily, hrly) added 1.2%.A 5.9% rise in Andromeda (ADN, 18¢ up 1¢, $447m, daily, 4hrly, hrly) added 0.4%.A 3.2% fall in Audio Pixels (AKP, $18.10 down 60¢, $519m, daily, hrly) took … Read more
All Ords 7268 up 2 ptsSuperfund portfolio performanceThe portfolio gained 0.1% as follows:A 4.3% fall in Alpha (A4N, 67¢ down 3¢, $533m, daily, hrly) took 0.3%.A 1.3% rise in Animoca on Primary Markets ($4.05 up 5¢, $7.3b) added 0.2%.A 2.7% rise in Andromeda (ADN, 19¢ up 0.5¢, $472m, daily, 4hrly) added 0.2%.A 1.0% fall in … Read more
All Ords 7704 down 43 pts or 0.6%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 1.1% as follows:A 4.8% fall in SciDev (SDV, 59¢ down 3¢, $110m, daily, hrly) took 1.1%.A 3.0% fall in Animoca (old code ABI, $3.20 down 10¢, $4.8b) took 0.4%.A 5.2% fall in Alpha (A4N, 55¢ down 3¢, $436m, daily, hrly) took … Read more
All Ords 7639 down 101 pts or 1.3%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio fell 2.6%, taking the loss for the week to 3.0% and the return for the financial YTD to zero. Movements today were as follows:An 8.3% fall in Audio Pixels (AKP, $24.28 down $2.21. $697m, weekly, daily, hourly) took 1.2%.An 8.3% fall in … Read more
All Ords 7576 down 25 pts or 0.3%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 0.1% as follows:A 1.3% rise in SciDev (SDV, 78¢ up 1¢, $124m, weekly, daily, hourly) added 0.4%.A 2.9% fall in Andromeda (ADN, 17¢ down 0.5¢, $418m, daily, 4hrly, hourly) took 0.2%.A 1.0% fall in Alpha (A4N, 48¢ down 0.5¢, $381m, daily, … Read more
All Ords 7487 down 143 pts or 1.9%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio fell 0.2%, taking the loss for the week to 4.6% and the return for the financial YTD to nil. Movements today were as follows:A 4.4% fall in SciDev (SDV, 76.5¢ down 3.5¢, $122m, daily, hourly) took 1.3%.A 20.0% rise in Animoca (old … Read more
All Ords 7630 up 130 pts or 1.7%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 1.4% as follows:A 15.4% rise in Animoca on Primary Markets (old code ABI, $1.50 up 20¢, quotes $1.35/$1.50, $2.2b) added 0.9%.A 6.9% rise in Andromeda (ADN, 15.5¢ up 1¢, $382m, daily, 4hrly) added 0.4%.A 5.3% rise in Alpha (A4N, 50.5¢ up … Read more
All Ords 7649 down 32 pts or 0.4%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.9%, taking the loss for the week to 2.5% and the return for the financial YTD to 4.6%. Movements today were as follows:A 2.2% fall in SciDev (SDV, 88.5¢ down 2¢, $141m, daily, hourly) took 0.7%.A 5.3% fall in Animoca on … Read more
All Ords 7703 down 57 pts or 0.7%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.6%, taking the gain for the week to 1.8% and the return for the financial YTD to 7.1%. Movements today were as follows:A 2.2% fall in SciDev (SDV, daily, hourly) took 0.7%.A 2.0% rise in Audio Pixels (AKP, daily, hourly) added … Read more
All Ords 7706 up 47 pts or 0.6%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio was little changed, taking the loss for the week to 1.3% and the return for the financial YTD to 5.4%. Movements today were as follows:A 1.1% rise in SciDev (SDV, 90.5¢ up 1¢, $144m, daily, hourly) added 0.4%.A 2.3% fall in Animoca … Read more
All Ords 7824 down 3 ptsPortfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 1.1% as follows:A2.2% rise in SciDev (SDV, 95¢ up 2¢, $151m, daily, hourly) added 0.7%.A 2.9% rise in Audio Pixels (AKP, $28.00 up 80¢, $804m, daily, hourly) added 0.4%.A 1.0% fall in Alpha (A4N, 51.5¢ down 0.5¢, $408m, daily, hourly) took 0.1%.A 2.4% … Read more
All Ords 7813 down 10 pts or 0.1%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 1.0% as follows:A 2.7% fall in SciDev (SDV, 91.5¢ down 2.5¢, $145m, daily, hourly) took 0.9%.A 2.5% fall in Audio Pixels (AKP, $28.00 down 34¢, $804m, daily, hourly) took 0.4%.A 4.2% rise in Alpha (A4N, 50.5¢ up 2.5¢, $400m, daily, hourly) … Read more
All Ords 7823 up 35 pts or 0.4%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio rose 1.6% as follows:A 4.4% rise in SciDev (SDV, 94¢ up 4¢, $149m, daily, hourly) added 1.4%.A 4.3% rise in Alpha (A4N, 48¢ up 2¢,. $380m, daily, hourly) added 0.2%.Animoca’s last recorded transaction on the Primary Markets platform remains at $1.75 but … Read more
All Ords 7898 up 37 pts or 0.5%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio rose 1.4%, taking the gain for the week to 0.7% and the return for the financial YTD to 5.4%. Main movements today were as follows:A 40.0% rise in Animoca (AB1, $1.75 up 50¢, in private trade).A 3.2% fall in SciDev (SDV, 92¢ … Read more
All Ords 7861 up 6 pts or 0.1%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.5% as follows:A 3.0% fall in Audio Pixels (AKP, daily, hourly) took 0.5%.A 3.2% rise in Andromeda (ADN, daily, hourly) added 0.2%.A 0.5% fall in SciDev (SDV, weekly, daily, hourly) took 0.2%.A 2.0% fall in Alpha (A4N, daily, hourly) took 0.1%.A … Read more
All Ords 7830 up 26 pts or 0.3%Superfund portfolio performanceThe portfolio gained 1.1% as follows:A 2.1% rise in SciDev (SDV, 96.5¢ up 2¢, $153m, daily, hourly) added 0.7%.A 5.5% rise in Alpha (A4N, 48¢ up 2.5¢, $380m, daily, hourly) added 0.3%.A 2.6% rise in Calix (CXL, $3.14 up 8¢, $501m, daily, hourly) added 0.1%.A 2.5% … Read more
All Ords 7650 down 54 pts or 0.7%Portfolio transactionsNone today.Virtual portfolio performanceThe portfolio lost 1.2% with the main influences being:An 11.1% fall in Cogstate (CGS) took 0.4%.An 11.1% fall in Nickel Mines (NIC) took 0.4%.A 7.1% fall in Predictive (PDI) took 0.2%.A 3.3% fall in Australian Strategic Metals (ASM) took 0.2%.A 6.8% rise in Okapi … Read more
All Ords 7349 up 73 pts or 1.0%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.2% as follows:A 2.6% fall in SciDev (SDV, 76¢ down 2¢, $120m, daily, hourly) took 0.8%.A 7.7% rise in Alpha (A4N, 63¢ up 4.5¢, $436m, daily, hourly) added 0.5%.A 6.4% fall in First Graphene (FGR, 22¢ down 1.5¢, $118m, daily, hourly) … Read more
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 7291 down 55 pts or 0.7%Portfolio transactionsThis morning I put my money where my mouth was, sold half the Andromeda holding (ADN, see details below) in the Superfund at 23¢ (cost price 10¢) and with the proceeds bought into Latin Resources (LRS, 6.7¢ up 0.9¢, $89m, daily, 10min) at 6.4¢. I did not … Read more
All Ords 7296 down 12 pts or 0.2%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.5%. Main influences were:A 12.9% collapse in Audio Pixels (AKP, $22.51 down $3.32, $646m, weekly, daily, hourly) took 1.5%.A 3.8% rise in SciDev (SDV, 95¢ up 3.5¢, $146m, weekly, daily, hourly) added 1.3%.A 2.4% fall in Alpha (A4N, 61.5¢ down 1.5¢, … Read more
All Ords 7017 up 47 pts or 0.7%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.2%. Main influences were:A 9.1% fall in Andromeda (ADN, 30¢ down 3¢, $648m, daily, hourly) took 0.6%.A 8.7% rise in Alpha (A4N, 50¢ up 4¢, $346m, daily, hourly) added 0.6%.A 3.4% fall in Audio Pixels (AKP, $28.40 down $1.00, $815m, daily, … Read more
All Ords 6987 down 8 pts or 0.1%Unfortunately a technical hitch means I cannot include any charts and cannot complete the comments today. My apologies.Portfolio transactionsThis morning I sold out of Minotaur (MEP, 16.5¢ down 1.5¢, $83m) at 17.5¢ because I needed to raise some cash and felt I had adequate leverage on the Great … Read more
All Ords 6593 up 6 pts or 0.1%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 1.4%. Main influences were:A 15.9% rise in Andromeda (ADN, 36.5¢ up 5¢, $787m, daily, hourly) added 1.1%.A 3.4% rise in SciDev (SDV, 75¢ up 2.5¢, $115m, daily, hourly) added 1.1%.A 3.2% fall in Audio Pixels (AKP, $27.10 down 90¢, $778m, daily, … Read more
All Ords 6941 down 165 pts or 2.3%Portfolio transactionsI did a heap of transactions in the Trust portfolios in the last 24 hours but really involving just two things – selling US stocks to fund a further purchase of AKP.Sold 20 of the stocks in the US portfolio, leaving just two remaining. I placed orders … Read more
All Ords 7102 down 59 pts or 0.8%Superfund portfolioBreakout transactionsThis morning I sold out of Dicker Data (DDR, $12.38 up 13¢, $2.1b, daily, hourly) at $12.16, making a small profit on the $11.17 paid on 14 January. DDR has a good solid business and is thus lower risk than my typical holding but I needed … 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 7028 up 105 pts or 1.5%Superfund portfolioBreakout transactionsNone today.PerformanceThe portfolio rose 0.7% as follows:A 5.6% rise in Audio Pixels (AKP, $25.07 up $1.32, $719m, daily, hourly) added 0.7%.A 5.2% rise in Alpha (A4N, daily, hourly) added 0.3%.A 0.7% fall in SciDev (SDV, daily, hourly) took 0.2%.A 2.0% fall in First Graphene (FGR, 25¢ … Read more