Tough Day

Tough day, running into some volatility.

Hard to hold you resolve on TRS SUL and AGI, will monitor.

Small change, made a decision to reallocate some of the riskier end of the portfolio from SEA to something else..

Nothing wrong with SEA, just looking for some cash.

Gold stocks did well, sold stakes in SEA, roughly 12% profits booked.

Looking to leave some room to buy gold stocks, should the trend continue, many had a big run today, but there a hard bunch to pick on fundamental's!

Everyone's telling us gold's over valued and the rally today is a flash in the pan, as the US economy and US dollar will trash any gold rally, who knows.

NST RRL MML EVO possibly

Bought some MML,but noticed a lot of the others did better.

On another note, as our Dollar goes down our market gets cheaper in US dollar terms, so we should see some strength going forward, but didn't look much like it today!

Performance		15/09/2014
Code	Company	Buy date	buy price	current	profit loss	all ords performance adjusted to purchase date	all ords at time of purchase	Sell Date	Sell price
EPW	ERM Power Ltd	21/05/2014	$1.91	$1.92	0.5%	1.3%	5401	22/8/2014	$1.92
CRZ	Caresales.com	23/05/2014	$10.53	$10.30	-2.2%	1.3%	5403
CCL	Coca Cola Amitel	26/05/2014	$9.69	$9.16	-5.5%	-0.3%	5490	22/8/2014	$9.16
SEA	Sundance energy	26/05/2014	$1.04	$1.30	25.6%	-0.3%	5490	15/8/2014	$1.30
WTF	Wotif.com	28/05/2014	$2.42	$3.33	37.6%	-0.6%	5506	11/7/2014	$3.34
REA	Realestate.com	28/05/2014	$44.19	$45.35	2.6%	-0.6%	5506
SUL	Supercheap auto	7/07/2014	$9.16	$8.70	-5.0%	-0.6%	5506
TRS	The Reject Shop	7/07/2014	$9.66	$9.32	-3.5%	-0.6%	5506
CSL	CSL Limited	15/07/2014	$68.55	$73.22	6.8%	-0.4%	5495
CTD	Corporate Travel Man	15/07/2014	$6.55	$7.37	12.5%	-0.4%	5495
FLT	Flight Centre	15/07/2014	$45.84	$46.07	0.5%	-0.4%	5495
SEA	Sundance energy	31/07/2014	$1.32	$1.30	-1.5%	-2.7%	5623		$1.30
BRG	Breville Group	27/08/2014	$7.24	$7.55	4.3%	-3.1%	5648
BSL	Bluescope Steel	27/08/2014	$5.42	$5.72	5.5%	-3.1%	5648
AGI	Ainsworth gaming	3/09/2014	$3.41	$3.19	-6.5%	-3.2%	5654
MML	Medusa Mining	15/09/2014	$1.09	$1.09	0.0%	0.0%	5473
							5473	all ords	15/09/2014
		Stockgrumble performance			4.5%	-0.9%	all ords performance