Hello QAVvers
It’s another Tuesday.
The AORD chart for the last week. A bit of a recovery today — AFTER I sold my Rule 1 stocks, of course!
If you look at a 5 year chart, the market is basically back to where it was just before Covid. At the time, that was an all-time high. But it means the last three years have been a bit of a waste of time. If we had perfect prediction abilities, we could have just gone to cash. But we don’t. And we also don’t know when the market will turn around and have a banger couple of years, so we have to be in it to win it.
Let’s have a look at the portfolio and what we have to buy this week.
QAV PORTFOLIO REPORT
INCEPTION (02/09/2019) REPORT
You can always check out the live version of the portfolio chart here.
FY REPORT
Here are how the stocks have performed in the last 7 days:
QTR REPORT
In this quarter, we’ve finally caught up to the STW again.
RECENT TRADES
We’ve actually had a few trades in the last week.
STOCKS OF THE WEEK
During the last week, we did trade some stocks in our Light portfolios. Details 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.
No transcript yet this week as our transcriber is ill. Stay tuned.
QAV VIDEO
You can watch the first 30 minutes of the episode below. You can also watch clips on QAV TikTok.
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:
BSL CGF FHE GRR HLI IGL JHG MQG OML QAN QBE RMS SGM WAM WAF
If you’re interested in learning more, please review our trading and disclosure policy.








