QAV Light Weekly Update #85

Hel­lo QAV Light Brigade

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

The AORD deliv­ered its “biggest week­ly loss in 13 months”, and it’s set to slip today “as CPI, US shut­down top agen­da”.

For con­text, this is chart for the last twleve months. At least it’s going in the right direc­tion (albeit slow­ly). 

 

PORTFOLIO UPDATES

The good news on the port­fo­lio front is that TK has decid­ed the Navexa reports are okay. While we could­n’t fig­ure out how they cal­cu­late their STW bench­mark, it does seem to line up with the AXJOA, which is pret­ty much the same thing and works just as well for a bench­mark (being an accu­mu­la­tion index). I’ll do a full end-of-month report in the first week of Octo­ber. 

WEBINARS

No webi­nar this week.

SELLS

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 SSM 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.

Got a ques­tion?
[email protected]