QAV S02E01 — Time In The Market

by | Jan 10, 2020 | Investing Podcast, Podcast Episodes | 0 comments

Season 2, Episode 1

 Time In The Market

Wel­come to Sea­son Two of our pod­cast about invest­ing in shares!

We look at our port­fo­lio’s month end report and how it com­pared to the All Ords Total Return index (XAOA) and answer ques­tions from Club Mem­ber Mike L about the accu­ra­cy of future pre­dic­tions. Then we talk about com­modi­ties trend lines as a source of com­fort when invest­ing in coal, and our analy­sis this week is GRR.

 

 

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Boring Stocks, Bonkers Returns: QAV AU #926

On this week’s show we wrap up the finan­cial year and the num­bers are, frankly, bonkers: the AU mod­el port­fo­lio is up near­ly 29% for the year, the Light port­fo­lios are up near­ly 36% as a group, and the US mod­el is up 44% against a 20% S&P. Tony then does a Pulled Pork on EVZ Lim­it­ed, a small engi­neer­ing fab­ri­ca­tor that has gone from 16 cents to 65 cents in 12 months and just land­ed on the buy list. We also get into the warn­ing signs stack­ing up on Wall Street, from mar­gin loans up 50% to the Bank of Inter­na­tion­al Set­tle­ments call­ing out AI data cen­tre spend­ing as a poten­tial GFC-style melt­down risk.

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