Quality Shares Portfolio Updates: Wet January

A stiff drink is required after a poor performance from both portfolios last month

January was not a good month for the Quality Shares portfolios, hardly surprising as the focus on quality that had driven their performance over the years found itself very much out of fashion over the month. US technology shares, which form the bedrock of the Atlantic Portfolio, had a very difficult month despite closing out with a flourish as the likes of Microsoft and Apple reported strong earnings.

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Patience is a virtue for Jet2 investors

More volatility is likely in the short-term but patience could be rewarded for those prepared to take a longer-term view.

Photo by Sean Oulashin on Unsplash

Even before Covid-19 reared its head, the airline and package holiday industries had experienced plenty of ups and downs. Both are sensitive to the economic climate and also have a reputation for struggling to balance demand and supply for their services from time to time. 

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