Hello QAVvers
It’s another Tuesday.
Another RBA rate rise threw the AORD for a loop last week. Or maybe it was TK coming home.
Speaking of the rate rise, TK says “Next time you do a download, increase the percentage in cell AM31 (in the TK sheet) to 3.85% as the RBA raised rates last Tuesday by 0.25%.”
Let’s have a look at the portfolio and what we have to buy this week.
QAV PORTFOLIO REPORT
INCEPTION (02/09/2019) REPORT
The DP is still tracking at around 2.5x the benchmark.
You can always check out the live version of the portfolio chart here.
FY REPORT
The STW pulled a little further ahead of this again in the last week.
QTR REPORT
We lost our edge against the STW for the current quarter.
Here are how the stocks have performed in the last 7 days. We can see the main culprit of our weakened result. OMG OML!
RECENT TRADES
We sold OML and replaced it with SUL.
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
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:
FHE GRR IGL JHG KAR MQG PRU QAN QBE RMS SGM SUL WAM WAF
If you’re interested in learning more, please review our trading and disclosure policy.
