Trading portfolio The portfolio fell 1.2% today, taking the YTD return down to 32.5%. The biggest negative influence was RFX -16% followed by AVL -10%, OVH -9% and 4DS -11%. Main positive influences were VIV +31% and M7T +10%. The fall in Redflow shares (RFX, 16¢ down 3¢, $85m) came after its quarterly, which was … Read more
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