Hello QAVvers

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

Well… I had to go and shoot my big mouth off last week, saying that the upturn was looking like a trend… so the RBA needed to come along and ruin the party. The AORD is still way up since the start of October, though, so I guess it’s still trending upwards. 

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.

If we use modern high tech to zoom in on that image though (“Computer… enhance!”), for this FY, the chart still doesn’t look so shiny. We’re up but nowhere near the benchmark.

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

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 548 – Todd Barlow, Washington H. Soul Pattinson

Detailed highlights of the episode:

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

No transcript for this episode. 

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