Highlights from my portfolio:

Another down day!

The Chinese put interest rates up and the dollar rebounded strongly and gold fell like a stone. And all the while I was out to lunch! I really need to think about what has happened.

Alterian (LON:ALN) - holding at 200, always good to have a few stocks that hold strongly when the market is throwing a wobbler

Avanti Communications Group Plc (LON:AVN) announced a couple of contract wins. Really, I feel sorry for those who found themselves stopped out on the spike down. What was that about?

Brooks Macdonald Group (LON:BRK) announced funds under management were up. Looking good there.

£SANB ticked up. A Santander pref share. That means yields are going down. I really have to work out what's happening but for now I'm happy enough.

Carclo (LON:CAR) holds up after APPLE reported good iPhone sales.

Dialight (LON:DIA) up nicely. LED lighting isn't exactly going anywhere. Lots of competition of course but DIA seems to be in the right place at the right time.

Galliford Try (LON:GFRD) short is going well.

Kryso Resources (LON:KYS) buy back was sold. Better to be safe than sorry with gold going down.

Minco (LON:MIO) ticked down; I'm not bothered for now.

Medusa Mining (LON:MML) was sold with a view to buying back lower (or higher if I have to). Sold on a chart signal. I can sell on the first signal or wait for 2 or 3 others but what we see with MML is that it moves with the gold price so I took my first signal to protect against further falls.

As an aside on gold, it has at time of writing bounced a key fib level.…

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