Happy Monday!

 

 

PORTFOLIO UPDATES

Our portfolios tracked the index down last week, and the market continued falling today.

The biggest falls we had last week were with WGX, ERD, ATP and SUL. The best performers were BIS, CAA and DUR, which continues it’s amazing streak, with one parcel now up 203% pa since we bought it, and the other up 139% pa. More justification for Tony’s policy that we don’t “re-balance” when a stock has done well (Buffett’s old “why would you bench Michael Jordan?” idea). If we’d sold this one when it was up 50%, we would have missed out on lots of gains.

 

SELLS

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

 

 

FREE WEBINAR

I’ll be doing a webinar in a few weeks. 

 

BUYS

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

CURRENT HOLDINGS

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

** Please remember to review our Buying Guidelines to understand which cap bands you should be looking at and other important considerations. 

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

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 come across any QAV terminology that you don’t understand, please review our terminology guide or just email us for clarification.

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