Hello QAV Light Brigade

It’s another Monday and this is my weekly report.

The AORD had an okay week, finishing up, but spent most of the week trying to recover from Tuesday’s dip. 

Let’s have a look at how our portfolios are doing and what we have to buy and sell when the market opens tomorrow.

PORTFOLIO UPDATES

GROUP SUMMARY

The Light portfolios as a group are up 11%, versus the STW which is up 4.3%. So we’re beating the benchmark by roughly 2.5x.

22.1 Portfolio 

Inception date 18/4/2022. It rose slightly this week. Portfolio 221 is down 5.3% vs the benchmark, which also improved, and is down 2.5% over the same period.

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

22.2 Portfolio 

Inception date 08/08/2022. This one continues to do very well. 22.2 is up 14.5% vs the benchmark which is up 4.2%.

 

22.3 Portfolio 

Inception date 7/11/2022. 22.3 improved a little this week, and is down 0.9% versus the benchmark which is up 3.7%.


23.1 Portfolio 

The portfolio we are currently building, 23.1, isn’t full yet (ie we haven’t fully invested our starting capital, there’s about $6K out of the initial $20K left to invest) but it’s getting close. Reporting from the date of the first investment (14/12/2022), 23.1 is up 2.7% versus the benchmark which is down 1.1%.

 

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:

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

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