Trading portfolio The portfolio rose 1.8% today, boosting the YTD return to 30.1%. Most stocks rose. Biggest contributors to the gain were ZLD +7%, FGR +13% and APX +3%. There were no significant falls. Integrated Research (IRI, $3.80 up 16¢, $652m) released its half yearly prior to the open. No surprises – everything seems on … Read more
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