Hello QAVvers

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

The AORD had a good week, and it’s been going up pretty consistently for two months now. Is that a trend?

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

QAV PORTFOLIO REPORT

INCEPTION (02/09/2019) REPORT 

Not much change since last week. We’re UP 15% vs the benchmark which is UP about 7%.

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

For this FY however, the chart doesn’t look so good. We’re up but nowhere near as up as the benchmark.

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

The big performers for us in the last month have been CLX, BFG, but SMR and TRS have taken a beating.

RECENT TRADES

In the last week we haven’t had any trades.

STOCKS OF THE WEEK

You can check out our analysis of some stocks we’ve added to our Light portfolios this week here.

** 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. The intended primary purpose of this buy list is for club members to use as a reference for comparing their own buy list. In theory, all of our buy lists should look pretty similar each week. 

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

QAV 547 – Crystal Balls

Detailed highlights of the episode:

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

Full transcript.

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:

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

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

That’s it for today! 

QAV A GOOD WEEK. 

Got a question? 
info@qavpodcast.com.au