Trading portfolio The portfolio rose a touch more today to close up 0.1% and thus shave the YTD loss to 0.1%. The only significant contributor was NEA +8%. Afterpay (APT, $16.25 down 14¢, $3.5b) continued to trade around its recent highs, rather than take off altogether. Introduces a note of caution short term. CSL (CSL, … Read more
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