Hello QAV Light Brigade

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

By the way, I think I’ve fixed the caching issue which was preventing some people from seeing the protected content over the last couple of weeks. If, however, you have any problems, please shoot me an email and let me know.

It was another good week for the AORD. It’s nearly back to the 52 week high (although it has dipped a bit this morning). These last two weeks are a good example of why TK always urges us to stay fully invested.

Let’s have a look at how our portfolios are doing and what we have to buy and sell.

PORTFOLIO UPDATES

GROUP SUMMARY

The Light portfolios as a group are up 23.4%, versus the STW which is up 25.1%. So we’re currently lagging the benchmark by roughly 7%.

22.1 Portfolio 

Inception date 18/4/2022. It continued to recover last week, but, again, so did the STW. Portfolio 22.1 is currently down 3.3% vs the benchmark, which is up 2.9 % 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. Portfolio 22.2 is up 18.9% vs the benchmark which is up 9.4%.

 

22.3 Portfolio 

Inception date 7/11/2022. Portfolio 22.3 improved again this week, and is now up 3.2% versus the benchmark which is up 9%.

23.1 Portfolio 

The final portfolio we are building, 23.1, will finally close today (ie we will have invested all of our starting capital). Reporting from the date of the first investment (14/12/2022), 23.1 is up 4.6% versus the benchmark which improved a lot last week, and is now up 3.8%. But, of course, we’ve been sitting on cash for most of that time. Starting next week, I’ll start reporting it from the date it was fully invested (ie today’s date). 

 

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