EOM Report Feb 2021

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.

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.