Despite a fairly turbulent market in the last week of the month, February was good for the QAV portfolio, with big gains from some of our mining stocks, particularly GRR, FMG and C6C . We decided to sell HAW during the month and replace it with VUK.

QAV EOM report Feb 21

For the financial year to date, we are outperforming the All Ords quite well. As subscribers know, our long-term objective is to double the performance of the All Ords.

Chart for QAV EOM report Feb 21