QAV EOM Jan 2021

Our end of month results for Jan­u­ary were mod­est. Our port­fo­lio val­ue actu­al­ly declined by 1.86%, lead by our expo­sure to min­ing stocks. The All Ords Total Return index (XAOA) was up 0.3% in the month.

Since incep­tion (9/19), our port­fo­lio is now up 23% ver­sus the XAOA which is up 7%, so we’re out­per­form­ing the XAOA by a fac­tor of three.

QAV Club sub­scribers can review the details on our port­fo­lio page.

Accord­ing to Share­sight, our port­fo­lio is up 25% this finan­cial year, ver­sus the All Ords at 18%.