QAV Light Weekly Update #84

Hel­lo QAV Light Brigade

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

This morn­ing I’m lis­ten­ing to Sil­ver­chair after read­ing this sto­ry about them in the ABC this morn­ing. Pret­ty crazy sto­ry. Who knew being famous rock stars at 15 could be bad for your men­tal health?

The AORD jumped last Fri­day — “its best ses­sion since July after bet­ter-than-expect­ed Chi­nese and US data boost­ed opti­mism about the health of the glob­al econ­o­my” — but it is fore­cast to be down today, after “techs drove broad sell­ing in New York”.

For con­text, this is chart for the last six months.

FREE WEBINAR

I’ll do anoth­er one in a few weeks. 

BUYS

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:

AMP BPT CCP FHE FPR IGL JHG NHC QAN QBE RMS VEA VUK WAM WHC KAR BPT BSL WDS

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.