Trading portfolio The portfolio rose 1.0% today, booting the YTD return to 28.5%. Most stocks rose and the best influence was SKF +13% followed by FGR+3% and FGROC +9%, then APX 4%. But XTE -12% was a bit of a disaster – without that, the portfolio would have been up 1.4% instead of 1.0%. There … Read more
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