Thu 1 Jun 2023

All Ords 7291 up 17 pts or 0.2%Sold more PET and bought more AKP.Portfolio transactionsI made a number of trades today.For the Superfund I finished my partial sell order in SDV at 31.5c. This funded the purchase of a few more AKP at $14.60. For the Trust I sold its remaining PET shares at 1.65c. … Read more

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Tue 28 Mar 2023

All Ords 7219 up 76 pts or 1.0%A few things happening today.Portfolio performancesThe Superfund portfolio lost 0.1% as follows:A 6.5% fall in Alpha (A4N, 72¢ down 5¢, $618m, daily, hrly) took 1.2%. A 4.0% rise in Audio Pixels (AKP, $8.81 up 34¢, $256m, daily, hrly) added 1.0%. A 4.5% fall in SciDev (SDV, 32¢ down … Read more

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Fri 27 May 2022

All Ords 7413 up 74 pts or 1.0%Superfund portfolio performanceThe portfolio rose 0.6%, taking the gain for the week to 0.3% and the return for the financial YTD to minus 16.3%. Movements today were as follows:A 4.8% rise in Andromeda (ADN, 11¢ up 0.5¢, $341m, daily, hrly) added 0.3%.A 2.1% rise in SciDev (SDV, 24.5¢ … Read more

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Wed 17 Feb 2021

All Ords 7159 down 31 pts or 0.4%Portfolio transactionsThis morning I sold half the Redflow holding (RFX, 8.4¢ down 1.3¢, $101m, daily, hourly) in the breakout section of the Superfund portfolio at 8.6¢ – making a good profit on the 6.9¢ paid a couple of days ago – on the basis that it broke the … Read more

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Mon 15 Feb 2021

All Ords 7150 up 69 pts or 1.0%Portfolio transactionsBreakouts portfolioThis morning I sold half the Calix holding (CXL, $1.625 up 2.5¢, $242m, daily, 30min) at $1.625, making a reasonable profit on the $1.305 paid on 21 January. They broke their short term uptrend last week and then rallied a little today so I decided to … Read more

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Thu 21 Jan 2021

All Ords 7107 up 56 pts or 0.8%Superfund portfolioBreakout transactionsI wanted to buy some of yesterday’s breakouts but had insufficient cash, and also I wanted to increase the funds dedicated to the breakout portfolio. So what I did was:took some profits on SciDev (SDV, 77¢ down 1¢ or 1.3%, $118m, daily, hourly) in the main … Read more

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