The Westoz portfolio rose 1.0% (before fees and taxes) in January. In this short video, Phil Rees provides a market update and mentions NTAs will now be reported ex-dividend in line with the share price. Dermot Woods comments on the portfolio with gold stocks being top contributors (including ORR.ASX) while price retracement from December highs impacted some of the larger holdings. Cash was invested into Materials and Industrials stocks and sits at 5% of assets. Click the image to watch.