Club Mulgoa

Tuesday, February 21, 2012

Market performance.... lots of alpha today

It wasn't hard to predict... AUD not moving over USD$1.07 and POG hovering over USD$1750 and DJI is positive. But with China manufacturing activity down, it has affected the ASX.

I had lots of alpha but if the mode of the market remains the same tomorrow then I expect a fall in my portfolios. Outstanding performance remains with the same stocks, viz, PIROA, AZH, RRS and AVB. The stunner was SSN.

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