I topped up my holding of QVE not that long ago to take advantage of the discount (my first purchase was at a premium so it kind of evens it out a bit) - this chart might help to explain why the portfolio has traded sideways for a bit
https://cuffelinks.com.au/wp-content/uploads/AO-asx-share-prices-by-sector-2017-2018-year.png
Energy/Metals+Mining/Info Tech have all performed very strongly, compared to Property/Industrials/Financials/Utilities
The share price is showing a bit of life and starting to move back towards NTA which is pleasing.
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Mkt cap ! $212.6M |
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