Hello QAVvers
It’s another Tuesday. The AORD had a good run last week, despite a short dip for a couple of days, and seems to be recovering from this morning’s dip, too. TK needs to go away more often. He also brought the Spanish golfer luck at the Masters (that’ll make more sense when you hear this week’s show).
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:
We talk a little about LAU on the show this week. It’s up 200% since we bought it in June 2022. Not a bad run, and another example of how sometimes good companies just keep on going.
RECENT TRADES
No 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.
LAST WEEK’S EPISODE
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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 FHE GRR IGL JHG MQG OML PRU QAN QBE RMS SGM WAM WAF
If you’re interested in learning more, please review our trading and disclosure policy.
