Hello QAV Light Brigade

It’s Monday and this is my weekly report. Welcome to our new subscribers! 

Well the AORD’s recent good run finally came to an end last week, and the AFR is predicting a rough start to this week.

 

 

As it’s the start of the month, let’s take a look at how our Light portfolios are performing.

LIGHT PORTFOLIO GROUP RESULTS 

As a group, our portfolios are up 9.87% CAGR pa versus the benchmark which is up 23.74%.

 

PORTFOLIO 221

This portfolio closed 18/04/2022, just as the market crashed due to the Ukraine war. It’s still down -13%, and has been recovering since June, but still has a way to go before it catches up to the index. 

PORTFOLIO 222

This portfolio closed 08/08/2022 and is up 25.94%. 

PORTFOLIO 223

This portfolio closed 07/11/2022 and is down 3.68%.

PORTFOLIO 231

This one closed 20/06/2023 and is currently up 1%.

 

SELLS

THIS CONTENT IS ONLY AVAILABLE TO QAV LIGHT AND CLUB SUBSCRIBERS.

BUYS

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 CCP FHE FPR FMG GNC IGL JHG PLS QAN QBE RMS SGM VEA VUK WAM 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).
    5. If you have any questions about our terminology (eg “3PTL”, “Rule 1”, “Possibles”, etc), please first refer to our QAV Terminology page, and if you have further questions, just email Cameron.

     

    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