Hello QAV Light Brigade
It’s Monday and this is my weekly report. Welcome to all of our new subscribers!
The US debt ceiling issue destroyed the AORD late last week. Fortunately they seem to have come up with a last-minute deal (as they always do) so the AFR predicts our market will recover today. If they always come up with a last-minute deal, why did the market panic so much? Who knows.
Someone in our QAV Club Facebook group suggested we should add to the QAV Maxims something like “The USA will regularly throw a wrench into the global economy.”
SELLS
THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.
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:
AFG FHE IGL JHG MQG QAN QBE RMS SGM WAM
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.
- We send you an email every Monday advising which stocks we are adding to our Light portfolio.
- 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.
- 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.
- 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.
info@qavpodcast.com.au