Hello and Happy Festivus, QAV Light Brigade! 

Welcome to our new subscribers!

It’s Tuesday, Boxing Day, the market is closed until tomorrow, and this is my last weekly report for 2023.

Here’s the AORD chart for the last week. The market dropped a little on Thursday and did not recover substantially on Friday, despite the AFR’s prediction

For perspective, this is the year-to-date chart. 

It’s been a choppy year, to say the least. But at least our total portfolio is up for the year. 

At this stage we’ve got nothing to sell tomorrow, and we’re fully invested, so there’s nothing else to report today. If something changes during the week I’ll let you know. If you’re a new member and aren’t yet fully invested, rest assured that I’ll provide you with some options by the end of the week if we haven’t already had to buy something before then. 

FREE WEBINAR

I'll do another one in a few weeks. 

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:

ALD ANZ DTL EHE FHE FPR MMS PRU QBE RMS SSM SUL VUK WAM WGX AMC BSL 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