Hello QAVvers

It’s another Tuesday.

The AORD has been climbing the stairs this week, but the AFR predicts today won’t be as strong as it was a public holiday in the US yesterday. It did dip first thing this morning but has since recovered. 

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

QAV PORTFOLIO REPORT

INCEPTION (02/09/2019) REPORT 

We’re UP about 17.5% vs the benchmark which is UP about 7.8%.

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

For the FY, we are still lagging the STW quite considerably, but we’re up still 8% vs the STW which is up 20%.

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.

Full transcript here

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 CGF FHE GRR IGL JHG MQG NHC NWH PRU QAN QBE RRL S32 SGM 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