Hello QAV Light Brigade

It’s another Monday.

The AORD had yet another up week! It’s been heading back up since the beginning of October, over two months, which looks like a trend to me. 

Let’s have a look at how our portfolios are doing and what we have to buy and sell today.

 

PORTFOLIO UPDATES

22.1 Portfolio 

As of this morning, since inception (18/4/2022, which is also when the market started to correct), we are down 5.21% vs the benchmark which is up 0.9% over the same period. 

You can see the full chart and transactions on the Light homepage.

The best performers in the last week were:

22.2 Portfolio 

Inception date 08/08/2022. 222 is up 14.77% vs the benchmark which is up 7.18%.

The best performers in the last week have been:

22.3 Portfolio 

Filled 7/11/2022. We are down 1.74% versus the benchmark which is up 5.21%.

The best performers in the last week have been:

 

GROUP SUMMARY

The Light portfolios as a group are up 7.82%, versus the STW which is up 13.29%. So while we’re currently behind the benchmark, we’re doing okay for what has been a very turbulent period. Obviously we expect to do better than the benchmark over time. Our goal is to double it, like our QAV Dummy Portfolio has done since inception. 

 

SELLS

THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.

BUYS

THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.

 

** Please remember to review our Buying Guidelines to understand which cap bands you should be looking at and other important considerations. 

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 in their personal portfolios:

ALO AMP BPT CGF FHE IGL JHG MQG NAB NHC NWH QAN QBE WAM WDS WHC XTE S32 PRU RRL

Please note that our personal holdings might not include the stocks we recommend in QAV Light. This is because we already have full portfolios (15-20 stocks) and can only add new stocks if we have to sell something.

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

 

 

FOR NEW MEMBERS

 

If you’re new to QAV Light, here’s a quick reminder on how it works.

    1. We send you an email every Monday advising which stocks we are adding to our Light portfolio.
    2. You can copy our trades, but please remember to review our Trading Guidelines to understand which cap you should be looking at and other important considerations. And consult a financial planner before making any decisions.
    3. We don’t recommend that you add stocks which are already in our portfolio. Their position on our buy list might have changed since we recommended them. Just start with the stocks recommended after you become a member.
    4. If one of the stocks we add breaches one of our sell conditions, we will sell it from our portfolio and you’ll get an email advising of the trade. Again, you can copy our trades, but seek financial advice before making any decisions. And please check your Rule #1 price (see Trading Guidelines).

     

    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