Hello QAVvers
It’s another… Wednesday? Why am I working this week? I’m calling today “No Rest For The Wicked Wednesday”.
I hope you all had a safe and happy Xmas. Fox got a drum kit, so if I seem rattled this week, that could be why. It also explains why I screwed up the intro in #551 a couple of days ago. A new fixed version will be up shortly! Sorry about that.
Well… we had yet another disappointing week for the AORD. Let’s hope Santa stuffed a little something in the ASX’s stocking and we see it spike up 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
Both our portfolio and the STW came back a little last week. We’re UP about 16.4% vs the benchmark which is UP about 6.7%.
You can always check out the live version of the portfolio chart here.
The FY report has declined slightly and we still have a lot of catching up to do.
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.
LAST WEEK’S EPISODE
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:
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.
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