All Ords 7366 up 2 pts onlyStronger close to the week.Portfolio transactionsI completed three transactions for the Superfund:The purchase order in PEK was filled at 42c with the stock now accounting for 2.5% of the portfolio. The number of PEK shares held is about 30% of the position held earlier this month before I sold … Read more
All Ords 7391 up 7 pts or 0.1%A respite today. And some commentary on PWN.Portfolio performancesThe Superfund portfolio broke even as follows:A 10.7% rise in Peak Rare Earths (PEK, 46.5¢ up 45¢, $123m, daily, hrly) added 0.9%. An 18.0% rise in Phoslock (PET, 1.3¢ up 0.2¢, $8m, daily, hrly) added 0.1%. A 2.6% rise in … Read more
All Ords 7064 down 92 pts or 1.3%Portfolio transactionsThis morning I sold out of a couple of stocks in the breakouts portfolio within the superfund that did not appear to be going anywhere in the short term. And I am trying to correct a fault of falling into love with stocks that were primarily chart … Read more
All Ords 7079 down 28 pts or 0.4%Superfund portfolioPerformanceThe portfolio rose 0.7%, taking the gain for the week to 1.3% and the YTD return to 23.1%. Main features today:A 6.4% rise in Audio Pixels (AKP, $25.19 up $1.52, $723m, daily, hourly) added 0.7%.A 5.1% rise in Alpha (A4N, 41¢ up 2¢, $284m, daily, hourly) added … Read more