All Ords 7568 down 95 pts or 1.2%Gingering up the ionic adsorption clay REO exposure in Brazil.Portfolio transactionsThs morning the Superfund sold half of its MEI holding at an average of 22.7c, making a small profit on the 15.5c paid in April, and with the proceeds bought into VMM at a average of 51.25c. Each … Read more
All Ords 7086 up 126 pts or 1.8%The portfolios did much better today, even with EOS falling by one third when it was reinstated on ASX, but it could just be a bear market rally. By the way the new EOS management appears to be a breath of fresh air. And lots of breakouts today.Portfolio … Read more
All Ords 7543 up 32 pts or 0.4%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio fell 2.3%, taking the loss for the week to 2.6% and the return for the financial YTD to 27.3%. The features today were:A 4.9% fall in SciDev (SDV, 77.5¢ down 4¢, $123m, daily, hourly) took 1.6%.A 4.9% fall in Alpha (A4N, 58¢ … Read more
All Ords 6935 down 51 pts or 0.7%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