All Ords 8007 up 48 pts or 0.6%AKP was suspended! And A4N fell. Otherwise it was a reasonable day. (A bit like saying someone cut my arm off, otherwise it was a reasonable day).Portfolio performancesThe Superfund portfolio fell 0.2%, taking the loss for the week to 1.1% and the return for the financial YTD to … Read more
All Ords 6919 down 81 pts or 1.2%I am writing this from St Ives tonight and will be in NZ for a week or so from tomorrow but will try to cover the quarterlies, etc.Portfolio transactionsThis morning the Superfund sold its remaining CXL shares at an average of just over $4.80 against a book value … Read more
All Ords 7745 up 37 pts or 0.5%Portfolio transactionsNone today.Superfund portfolio performanceThe portfolio rose 0.6%, taking the gain for the week to 0.2% and the return for the financial YTD to 5.8%. Movements today were as follows:A 5.8% rise in Alpha (A4N, 54.5¢ up 3¢, $432m, daily, hrly) added 0.3%.A 0.9% rise in SciDev (SDV, … Read more
All Ords 7807 up 27 pts or 0.3%Portfolio transactionsNone today.Virtual portfolio performanceI have kept the virtual portfolio going in the background in order to give me the confidence (or not) to embark on a real trading portfolio as part of the superfund once I have sufficient funds. Basically, I add almost every breakout highlighted in … Read more
All Ords 7664 or down 31 pts or 0.4%Thank you for the feedback on the virtual portfolio. In summary, you want me to continue with the breakouts but do not care much for the portfolio. So the latter has been removed from the blog, which lifted quite a burden.I note that the gain for the … Read more
All Ords 6881 down 74 pts or 1.1%Some of you expressed have 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
All Ords 6772 up 32 pts or 0.5%Portfolio stocksFirst GrapheneThe shares surged today and it would appear that the next target could be the 32¢ achieved in June 2019. The move coincided with a buy call by one of the publications issued by Port Philip Publishing and also with a video interview of Warwick Grigor … Read more
All Ords 6728 down 32 pts or 0.5%Trading portfolioSciDev (SDV, 28.5¢ down 2.5¢, $31m)The 10% fall today knocked 5.3% from portfolio value. Looks like the stock is back to consolidation mode.Other holdingsMy purchase of Alpha HPA shares (A4N, 16¢ up 3¢, $96m) yesterday at 14¢ was firstly because I like the story and secondly because … Read more