The markets

I have no idea how the markets decide which way to move. But it is nice to have alphas. The ASX is up just over 1% but my two main portfolios was up 2% and 1.5%.

SER has graphite, a strategy mineral... controlled by China. Today it made a deal with a North American company so it jumped a bit. I am up 150% on it, bought in Oct 2010.

I bought URA a long time ago and it lost 90% of its value. But it spun out GTE. And I have made a huge profit out of GTE. So when you look at the two combined, the loss in URA is nothing, especially because I topped up on GTE after the initial float several times.