Happy Monday!
Will a little more love make you stop depending?
Will a little more love bring a happy ending?
Will a little more love make it right?
Will a little more love make it right?
I’m only slightly embarrassed to admit that the track playing while I start this post was “A Little More Love” by Our Liv (RIP). She had an amazing voice and was one of my teenage crushes. I could have waited until the next track (“99 Luftballoons”, far cooler), but it is what it is.
What’s all that got to do with the AORD?
Well a little more love from the RBA wouldn’t go astray, but the AORD had a pretty good week after the slippage early in the week.
And I have a couple of “possible” buys for people whose portfolios need a little more love.
PORTFOLIO UPDATE
Our combined portfolios are up 3.5% pa since inception (early 2022), and still trying to catch up to the benchmark STW.
The biggest winner in the last week was ATP (up 10%) and the biggest loser was DTL (down 22%, but still up 5% since we bought it).
SELLS
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.
- We send you an email every Monday advising which stocks we are adding to our Light portfolio.
- 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.
- 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.
- 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).
- 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