Hello QAVvers

It’s Tuesday again and time for my weekly update.

The AORD is plummeted last Wednesday, but has been recovering pretty steadily since then. We’ll see what happens after the US mid-terms this week. 

Let’s have a look at the portfolio and what we have to buy this week.

QAV PORTFOLIO REPORT

INCEPTION (02/09/2019) REPORT 

Last week I said the new Betashares benchmark seemed wonky because it was showing the DP up 15% pa vs the benchmark which is up 1% pa over the same period. So I changed the benchmark back to STW. And guess what? IT’S EVEN WONKIER.

As of today, Navexa reports we are up 16% pa vs the benchmark which is up 0.75% pa over the same period. So we’re doing…. 16x better than the index! That still doesn’t sound right. I talked to TK about it on the new episode we recorded today. We are both scratching our heads. 

Listen… we’re GOOD… but are we THAT good? 

You can always check out the live version of the portfolio chart here

Here are how the stocks have performed in the last 30 days:

RECENT TRADES

No trades in the last week, but we did get some dividends through from NHC and KSC.

STOCKS OF THE WEEK

Here are some stocks that are worth looking at this week. As always, please check our work, DYOR, and consult a financial advisor before making any investing decisions.

THIS SECTION CONTAINS CONTENT WHICH IS VISIBLE TO QAV CLUB SUBSCRIBERS ONLY.

** As always, please check our work, DYOR, and consult a financial advisor before making any investing decisions. 

BUY LIST

Each week we produce a buy list that we share with our members.

THIS SECTION CONTAINS CONTENT WHICH IS VISIBLE TO QAV CLUB SUBSCRIBERS ONLY.

QAV 543 – The Mounting Yard

Detailed highlights of the episode:

THIS SECTION CONTAINS CONTENT WHICH IS VISIBLE TO QAV CLUB SUBSCRIBERS ONLY.

DISCLOSURE

In the interest of full disclosure, we would like to advise that as of the date of this email, the QAV team currently hold these stocks:

ALO AMP CGF IGL JHG MQG NAB NHC NWH QAN QBE VEA WAM WDS WHC XTE

If you’re interested in learning more, please review our trading and disclosure policy.

That’s it for today! 

If we decide to buy or sell something, we’ll let you know. 

Got a question? 
info@qavpodcast.com.au