All Ords 7450 down 3 pts onlyIt’s a matter of the good (A4N, AKP, MEI, PEK), the bad (ADN, SDV) and the ugly (PET). I hope the bad are there only temporarily, but I think the ugly one has gone past hope and is now into despair.Portfolio performancesThe Superfund portfolio lost 3.3% as follows:A 6.1% … Read more
All Ords 7139 up 54 pts or 0.8%The portfolio performance was saved by Animoca, I make a few more comments on EOS and uncover some more breakouts.Portfolio performancesThe Superfund portfolio rose 0.7%, taking the loss for the week to 0.7% and the return for the financial YTD to 7.1%. Movements today were as follows:A 6.3% … Read more
All Ords 7735 down 35 pts or 0.5%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 2.3% as follows:A 3.4% rise in SciDev (SDV, daily, hourly) added 1.1%.A 4.0% rise in Audio Pixels (AKP, daily, hourly) added 0.6%.A 5.6% rise in Alpha (A4N, daily, hourly) added 0.3%.A 3.0% rise in Andromeda (ADN, daily, hourly) added 0.2%.A 5.3% … Read more
All Ords 7850 down 48 pts or 0.6%Portfolio transactionsNone todaySuperfund portfolio performanceThe portfolio gained 0.3% as follows:A 2.2% rise in SciDev (SDV, 94¢ up 2¢, $149m, daily, hourly) added 0.7%.A 5.4% fall in Andromeda (ADN, 17.5¢ down 1¢, $431m, daily, hourly) took 0.4%.A 2.2% fall in Calix (CXL, $3.16 down 7¢, $505m, daily, hourly) took … Read more
All Ords 7299 up 43 pts or 0.6%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 1.0% as follows:A 8.6% rise in Audio Pixels (AKP, $20.63 up $1.64, $592m, daily, hourly) added 1.0%.A 1.4% fall in SciDev (SDV, 73¢ down 1¢, $116m, daily, hourly) took 0.4%.A 2.6% rise in Andromeda (ADN, 19.5¢ up 0.5¢, $421m, daily, hourly) … Read more
All Ords 7324 up 37 pts or 0.5%There are new instructions at the bottom of this post for being notified of new posts via email. Hopefully the new process is a bit easier to use than the previous method.Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.9% as follows:A 3.2% fall in Audio Pixels (AKP, $23.45 … 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 7308 down 13 pts or 0.2%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 2.1%. Main influences were:A 4.6% rise in SciDev (SDV, 91.5¢ up 4¢, $140m, daily, hourly) added 1.6%.A 5.0% rise in Alpha (A4N, 63¢ up 3¢, $436m, daily, hourly) added 0.5%.A 3.1% rise in Audio Pixels (AKP, $25.83 up 78¢, $741,m, daily, … Read more
All Ords 6802 down 119 pts or 1.7%Trading portfolioThe 0.8% fall in SciDev shares (SDV, 62.5¢ down 0.5¢) cut 0.5% from portfolio value but didn’t change the outlook, being the potential for a push through to higher levels once this consolidation phase runs its course. Or so I am hoping. Here is the hourly chart.Movements … Read more
All Ords 6833 down 4 pts or 0.1%Trading portfolioSciDev (SDV, 63¢ even, $79m)No comment today.Other holdingsOther holdings fell in aggregate, reducing the portfolio value by 0.2%. Best was AVH +5%, worst were VHT -2%, KPO -6% and A4N -4%.OverallThe portfolio rose 4.3% over the week to take the return for the YTD to 99.0%.Long term … Read more