Happy Monday!

The AORD hit its all-time high last week but dropped this morning “with miners and energy taking the brunt”, according to the AFR. 

 

PORTFOLIO UPDATES

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 still doing about half the performance of the benchmark, still trying to recover from the crash of early ’22.

 

PORTFOLIO 221

This portfolio closed 18/04/2022, just as the market crashed due to the Ukraine war. Horrible timing. As a result, we were sitting on a lot of cash for a long time, looking for something to buy. It’s still down ~2 % pa (vs SPDR 200 +8%). 

PORTFOLIO 222

This portfolio closed 08/08/2022 and is up ~13% pa (vs SPDR 200 +6%), performing at double market, which is our goal. 

PORTFOLIO 223

This portfolio closed 07/11/2022 and has recovered back to a positive position (vs STW +11%). It spent a lot of the last year holding cash waiting for the market to recover.

 

PORTFOLIO 231

This one closed 20/06/2023 and is currently up ~1% (vs SPDR 200 +10%). As you can see in the chart, it took a few big losses in Sep – Nov but has been recovering since then quite quickly.

 

 

 

SELLS

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

 

 

FREE WEBINAR

I’ll be doing a free webinar TOMORROW Tuesday, Feb 6, 8pm Brisbane time.

Zoom link: https://us02web.zoom.us/j/5799199150

These are an opportunity for people to ask questions about how QAV works. It doesn’t matter if you’re a new listener, a Light member or a full QAV Club member – everyone is welcome and all questions are valid. 

 

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 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 come across any QAV terminology that you don’t understand (eg Rule 1, 3PTL, Possibles, etc), 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