All Ords 7789 up 29 pts or 0.4%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 0.4% as follows:A 2.7% rise in Audio Pixels (AKP, $28.00 up 74¢, $804m, daily, hourly) added 0.4%.A 3.0% rise in Calix (CXL, $3.75 up 11¢, $600m, daily, hourly) added 0.1%.A 1.1% fall in Alpha (A4N, 46¢ down 0.5¢, $364m, daily, hourly) … Read more
All Ords 7855 up 24 pts or 0.3%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio lost 0.1% as follows:A 1.0% fall in SciDev (SDV, 95.5¢ down 1¢, $151m, daily, hourly) took 0.4%.A 3.1% fall in Andromeda (ADN, 15.5¢ down 0.5¢, daily, hourly) took 0.2%.A 1.1% rise in Audio Pixels (AKP, $27.90 up 30¢, $801m, daily, hourly) added … Read more
All Ords 7633 up 56 pts or 0.7%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio gained 2.7% as follows:A 9.2% rise in SciDev (SDV, 89¢ up 7.5¢, $141m, daily, hourly) added 2.7%.A 7.8% fall in Andromeda (ADN, 23.5¢ down 2¢, $508m, daily, hourly) took 0.6%.A 4.5% rise in Audio Pixels (AKP, $23.90 up $1.03, $686m, daily, hourly) … Read more
All Ords 7010 down 33 pts or 0.5%Portfolio transactionsBreakouts portfolioThis morning I sold out of a few stocks that did not seem to be going anywhere (BCI, JRL, PGH and RAN). I also bought into one of yesterday’s breakouts (MX1) and bought back a stock I probably should not have sold (E25).BCI Minerals (BCI, 30.5¢ … Read more
All Ords 7062 down 2 ptsPortfolio transactionsI sold out of a couple of stocks this morning in the Superfund breakouts portfolio (AVZ and SFX) in order to pay a pension (the fund has to pay out a proportion of its assets each year) and to make room for three new acquisitions and recent breakouts (PGH, … Read more
All Ords 7060 down 51 pts or 0.7%Superfund portfolioBreakout transactionsNone today.PerformanceThe portfolio lost 1.5% as follows:A 4.5% fall in SciDev (SDV, 73.5¢ down 3.5¢, $113m, daily, hourly) took 1.5%.A 3.1% fall in First Graphene (FGR, 31¢ down 1¢, $164m, daily, hourly) took 0.2%.A 2.4% rise in Alpha (A4N, 42¢ up 1¢, $291m, daily, hourly) added … Read more
All Ords 6727 up 29 pts or 0.4%Portfolio stocksMinotaurI missed today’s AGM which I regret because I would have liked to hear what they said about the nanotech applications for halloysite. Yes, I read the presentation but what is said is more important.OthersOther than that, nothing much happened with the portfolio stocks. I do like … Read more