Happy Monday!

It’s so sad when you’re young
To be told you’re having fun
So unplug the jukebox
And do us all a favor, yeah, yeah

Sorry… listening to Adam & The Ants today. Takes me back to those steamy summer weekends of 1980, playing cricket in my mate Ross’s backyard (he lives in Cincinnati these days I think), riding our bikes through the storm drains of Bundaberg, searching for hidden loot… 

What’s all that got to do with the AORD? 

Well it’s got that Wild Frontier feeling about it at the moment, doesn’t it? Staying up near the all-time high achieved last week, although “The cracks deepen beneath the market’s surface” according to the AFR, when “the US tech sector is worth a third of the total US equity market, which is higher than the previous peak seen in July 2000 at the height of the dot-com bubble”.

Crazy times. 

 

SELLS

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

 

 

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 GNC MMS QBE RMS SSM SUL VUK WAM WGX 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